Senior Trust Administration Lead - Remote

Stifel; St. Louis (MO); Remote; USD 120,000 - 165,000; Full time

Job summary

Stifel is seeking an experienced Personal Trust Administration Assistant Manager for our remote offices. The role provides leadership for Trust Officers and administration staff, overseeing complex trust accounts and ensuring fiduciary compliance.

Travel up to 30% will be required for coordination with attorneys, CPAs, and personal representatives. Minimum 10+ years in Personal Trust Administration or Estate Planning with a Bachelor's in Business is required, along with CTFA or CFP

Qualifications

• Bachelor's Degree in Business is required.
• 10+ years of Personal Trust Administration or Estate Planning experience are required.
• CTFA or CFP certification is required.

Responsibilities

• Administers complex trust accounts in accordance with governing instruments and laws.
• Provides leadership and workflow management for Trust Officers and staff in remote offices.
• Acts as escalation point for complex account issues and partners with Trust Administration leadership.
• Oversees compliance with fiduciary guidelines and coordinates with attorneys, CPAs, and personal representatives.
• Develops relationships with clients through regular contact via phone, email, or written communication.

Skills

Problem solving

Liability assessment

Customer service

Cost-benefit analysis

People leadership

Travel readiness

Education

Bachelor's Degree in Business

10+ years in Personal Trust Administration or Estate Planning

CTFA or CFP

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel is seeking an experienced Personal Trust Administration Assistant Manager for our remote offices. The role provides leadership for Trust Officers and administration staff, overseeing complex trust accounts and ensuring fiduciary compliance.

Travel up to 30% will be required for coordination with attorneys, CPAs, and personal representatives. Minimum 10+ years in Personal Trust Administration or Estate Planning with a Bachelor's in Business is required, along with CTFA or CFP