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Advocacy Trust · 3 days ago

Trust Administrator

Charlotte Metro

Full-time

Hybrid

New Grad, Entry Level

Advocacy Trust is seeking a Trust Administrator to support a Trust Officer in the administration of trust accounts, particularly Special Needs Trusts and Settlement Protection Trusts. The role involves day-to-day administrative support, client and beneficiary communication, and collaboration with internal and external partners to ensure the highest level of care for clients.

ConsultingFinanceFinancial Services

Responsibilities

Provide day-to-day support to the Trust Officer, ensuring that all tasks and responsibilities are handled in a timely and efficient manner

Assist with completing documents and forms for trust administration including account opening, ongoing trust administration, and account closing in accordance with internal policies and regulatory requirements

Assist with scheduling meetings, maintaining account records, and managing correspondence related to account administration

Assist with tasks related to special assets including real estate purchases, sales, and inspections and ensure proper documentation of special assets

Assist with coordination of fiduciary tax filings

Assist with budget and distribution tracking

Open and adaptable to ad-hoc research requests and special projects, with a hands-on approach to address unique client circumstances in partnership with internal teams

Serve as a back-up point of contact for the Trust Officer

Provide support to clients, families, and beneficiaries, ensuring that communication is clear, patient, and compassionate

Initiate, verify, and process bill payments, disbursements, and other trust-related transactions in accordance with established procedures and approval protocols

Maintain detailed records for accounts by reviewing records and system information to ensure accurate reporting

Review Trust documents to assist the Trust Officer with account administration

Monitor account cash balances and distributions to ensure proper administration

Assist with processing transactions related to the accounts, including disbursements, movement of funds, and account maintenance requests

Assist the Trust Officer with completing initial and annual account reviews

Prepare periodic reports for clients, beneficiaries, and regulatory bodies

Work with internal and external partners, accountants, legal professionals, and care managers

Participate in ongoing education and training related to trust administration

Qualification

Trust administrationSpecial Needs TrustsMicrosoft Office SuiteCommunication skillsClient-centered approachOrganizational skillsInterpersonal skillsAttention to detailTime managementProblem-solving