Senior Trust Administrator | Wealth Management & Growth

North Shore Bank; Duluth (MN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Vision and Dental insurance

401(k) with Employer Match

Paid Vacation and Holidays

Wellness Program

Pet Insurance

Job summary

North Shore Bank in Duluth is seeking a full-time Trust Administrator to provide strategic advice to clients in areas like estate planning and asset management. This role is focused on developing client relationships, with opportunities for professional growth and accreditations.

Applicants should have over 5 years of experience in trust administration, a relevant bachelor's degree, and a professional designation. The company offers a collaborative culture, competitive pay, and benefits including health and retirement plans.

Qualifications

• 5+ years of experience in trust administration or wealth management.
• Knowledge of fiduciary law, tax, investments, and administration.
• Professional designation required, such as CTFA, CFP, JD, CPA.

Responsibilities

• Provide strategic advice including asset management and estate planning.
• Maintain a business development plan with the VP, Trust Administration.
• Proactively communicate with clients via various channels.

Skills

Trust administration

Wealth management

Fiduciary law

Client relationship management

Education

Bachelor’s degree in a business-related field

Professional designation (CTFA, CFP, JD, CPA)

Job description

North Shore Bank in Duluth is seeking a full-time Trust Administrator to provide strategic advice to clients in areas like estate planning and asset management. This role is focused on developing client relationships, with opportunities for professional growth and accreditations.

Applicants should have over 5 years of experience in trust administration, a relevant bachelor's degree, and a professional designation. The company offers a collaborative culture, competitive pay, and benefits including health and retirement plans.