Administrator – Trust

INTRUST Bank

Wichita, Northern (KS, KY)

Hybrid

USD 55,000 - 75,000

Full time

4 days ago
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Job summary

INTRUST Bank seeks a Trust Administrator to support personal and institutional accounts, ensuring fiduciary compliance and high-quality service. You will work with Trust Advisors, maintain records, and manage account workflows while upholding confidentiality and regulatory standards.

The role involves coordinating with Investments, Legal, Compliance, and Operations to resolve client inquiries and prepare reports. Bachelor’s degree and 2+ years in trust/wealth needed.

Qualifications

  • Bachelor’s degree in Business, Finance, or related field preferred.
  • Minimum 2 years’ experience in trust administration or wealth management.
  • Knowledge of fiduciary principles, trust structures, and estate planning concepts.
  • Strong client service orientation and compliance awareness.

Responsibilities

  • Provide administrative support to Trust Advisors for personal and institutional accounts.
  • Maintain and update trust account records, openings, distributions, and terminations.
  • Coordinate workflows and monitor deadlines for compliant service.
  • Handle fiduciary duties including discretionary distributions and asset oversight.
  • Process daily transactions and respond to client inquiries confidentially.
  • Draft reports, correspondence, and meeting materials for clients.
  • Collaborate with Investments, Legal, Compliance, and Operations to resolve issues.
  • Assist with tax documentation, valuations, and regulatory filings.

Skills

Verbal communication
Written communication
Time management
Organizational skills
Attention to detail
Confidentiality
Microsoft Office
Trust systems

Education

Bachelor’s degree in Business or Finance

Tools

SEI
FIS

Job description

Description


At INTRUST Bank, People Come First. Guided by strong character qualities—such as respect, compassion, humility, positivity, and initiative—we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You’ll find an environment where you’re encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.


Job Summary

The Trust Administrator provides essential support in the administration of personal and institutional trust and investment accounts, ensuring efficient, compliant, and high-quality client service. Directly supporting and working closely with Trust Advisors, this role manages a wide range of administrative, operational, and client service functions that uphold fiduciary responsibilities and regulatory standards. The Trust Administrator collaborates with internal teams and external partners to maintain account workflows, resolve inquiries, and enhance the client experience. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST's Character Qualities.


Essential Functions


  • Provide administrative support to Trust Advisors in managing personal and institutional trust and investment accounts.

  • Maintain and update trust account records, process account openings, distributions, and terminations.

  • Coordinate account workflows and monitor key deadlines to ensure timely and compliant service.

  • Execute fiduciary responsibilities including discretionary distributions, asset oversight, and account maintenance.

  • Process daily transactions such as cash movements, bill payments, and asset transfers.

  • Respond to client inquiries with professionalism and confidentiality.

  • Draft correspondence and prepare reports, presentations, and client meeting materials.

  • Collaborate with internal departments such as Investments, Legal, Compliance, and Operations to resolve client issues.

  • Maintain relationships with external contacts including attorneys, CPAs, and assisted-living facilities.

  • Apply knowledge of trust and estate concepts including relevant laws and investment strategies.

  • Assist with tax documentation, valuations, and regulatory filings.

  • Monitor account activity for compliance with trust provisions, applicable laws, and internal policies.

  • Support account reviews, audits, and documentation of fiduciary decisions.

  • Identify and escalation potential compliance or risk issues to Trust Advisors or management.

  • Participate in team meetings, training, and provide backup support to other Trust Administrators as needed.


Education and Experience

Bachelor’s degree in Business, Finance, or a related field preferred. Minimum of 2 years of experience in trust administration, wealth management, or investment services preferred. Familiarity with trust principles, investment management, and estate planning concepts is highly desirable.


Required Skills and Knowledge

Exceptional verbal and written communication skills with a strong client service orientation. Proven ability to manage multiple priorities with strong organizational and time management skills. High attention to detail and commitment to accuracy, compliance, and confidentiality. Proficiency in Microsoft Office Suite and trust accounting systems (e.g., SEI, FIS, or similar). Foundational knowledge of fiduciary principles, trust structures, and estate planning concepts.


Required Licenses and/or Certifications

Any industry designations specific to the Wealth Management business is a plus.


Physical Demands

Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.


Working Conditions

Normal office conditions.


This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.


INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.

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