Certified Trust Administrator

A company is looking for a Centralized Account Review Administrator. Key Responsibilities Complete administrative reviews of assigned accounts to ensure compliance with governing documents and regulations Communicate with trust administration and support departments to facilitate the account review process Analyze legal documents to verify effective administration and compliance with documented provisions Required Qualifications Bachelor's Degree or equivalent in Business, Finance, or Accounting 2-4 years of experience in Personal Trust or Retirement Plan Services in an administrative or support role Strong understanding of compliance with policies, procedures, and regulatory requirements Ability to work independently and meet project deadlines CTFA or CRPS certification preferred by start date

Mar 17, 2025 - 22:56

A company is looking for a Centralized Account Review Administrator. Key Responsibilities Complete administrative reviews of assigned accounts to ensure compliance with governing documents and regulations Communicate with trust administration and support departments to facilitate the account review process Analyze legal documents to verify effective administration and compliance with documented provisions Required Qualifications Bachelor's Degree or equivalent in Business, Finance, or Accounting 2-4 years of experience in Personal Trust or Retirement Plan Services in an administrative or support role Strong understanding of compliance with policies, procedures, and regulatory requirements Ability to work independently and meet project deadlines CTFA or CRPS certification preferred by start date