ECG Resources, Inc. ยท 1 week ago
Senior Trust Administrator | Single Family Office
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expECG Resources, Inc. is a full-service private family office supporting multiple generations of a founding family across alternative investments, trust administration, and integrated wealth management. The Senior Trust Administrator supports the administration of family trusts and ensures adherence to fiduciary standards while serving as a key liaison between family members and internal teams.
ConsultingRecruitingStaffing Agency
Hiring Manager
Avigayil Becker
Responsibilities
Lead designated trust and client relationships, overseeing day-to-day administrative activities
Draft and review discretionary distribution requests and annual account reviews in accordance with PTC policies and procedures
Support the onboarding of new trusts into the PTC
Prepare materials for PTC committee meetings and family trustees, document outcomes, and execute approved decisions
Assist in developing and refining trust administration processes and workflows
Collaborate with accounting on distribution calculations, income and principal allocations, and cash management
Prepare annual long-term cash flow projections for family trusts
Partner with tax professionals to coordinate trust tax compliance and ensure timely, accurate filings
Contribute to the creation and delivery of educational content for beneficiaries and internal teams
Qualification
Required
10+ years of experience in trust administration or trust and estate planning
Bachelor's degree required
Preferred
CTFA or law degree a plus
Company
ECG Resources, Inc.
ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase