Hybrid Trust Administrator – Wealth Management & Fiduciary

HighTower Advisors, LLC; Delaware; On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave

Flexible PTO

Work from home on Fridays

401k matching

Job summary

Hightower is seeking a Trust Administrator to join the Trust Company team in Chicago. You will support account administration, research client inquiries, and ensure fiduciary policies are followed.

This role requires strong attention to detail and the ability to manage multiple tasks in a fast-paced environment. Responsibilities include post-acceptance reviews, account maintenance, and collaboration with Trust Operations on distributions.

Qualifications

• Bachelor's degree required in a related field.
• 3 years of trust administration and/or estate planning experience.
• Experience in the RIA/wealth management environment.
• CTFA or ATFA designation preferred.

Responsibilities

• Respond to client inquiries and research account-related matters.
• Assist with post-acceptance and annual administrative account reviews.
• Assist with account maintenance.
• Collaborate with Trust Operations to set up distributions and review daily custodial reports.

Skills

Trust administration

Estate planning

RIA/wealth management

Independent worker

Analytical skills

Attention to detail

Communication

Time management

CTFA designation

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Hightower is seeking a Trust Administrator to join the Trust Company team in Chicago. You will support account administration, research client inquiries, and ensure fiduciary policies are followed.

This role requires strong attention to detail and the ability to manage multiple tasks in a fast-paced environment. Responsibilities include post-acceptance reviews, account maintenance, and collaboration with Trust Operations on distributions.