Sr Trust Administrator & Team Lead

Idaho Trust Company; Boise (ID); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Paid time off

11 holidays

Medical

Dental

Vision

401(k)

Life Insurance

Transportation stipend

And more

Job summary

Idaho Trust Company is seeking an experienced Senior Trust and Investment Administrator to lead a team of Trust Administrators in Boise, supporting fiduciary and investment accounts. You will mentor colleagues, coordinate onboarding through closing, and collaborate with officers and external advisors to ensure accurate, compliant administration and efficient workflows.

This leadership role emphasizes training, process improvements, and stronger internal controls across branches to deliver

Qualifications

• An associate degree, at least five years of related experience and/or training, or an equivalent combination of education and experience, and three years of management/leadership experience.
• Strong knowledge of fiduciary and investment account administration, sound judgment, and the ability to interpret governing documents.
• The ability to guide and develop colleagues, communicate clearly, and manage competing priorities with accuracy and follow-through.
• Proficiency with spreadsheets, word processing, and specialized software. A background in accounting, finance, investments, or law is helpful.

Responsibilities

• Support account administration from onboarding through closing, including distributions, documentation, and periodic reviews.
• Provide responsive service to clients and beneficiaries and coordinate with officers, internal partners, and outside advisors.
• Coordinate branch workflows, provide technical guidance, and help colleagues navigate complex administrative matters.
• Train and mentor Trust Administrators, support onboarding, and collaborate with branch leaders to address training and workflow needs.
• Develop training and reference materials, chair committees, and lead projects to improve procedures and internal controls.

Skills

Fiduciary administration

Investment accounts

Mentoring/leadership

Communication

MS Excel

Word processing

Specialized software

Education

Associate degree; 5+ yrs related experience; 3 yrs leadership

Job description

Bring your fiduciary expertise to a role where you can support clients, guide colleagues, and improve how our teams work together.

About the opportunity

Idaho Trust is seeking a Senior Trust and Investment Administrator and Team Lead to assist officers with fiduciary and investment accounts and provide day-to-day guidance to Trust Administrators within an assigned branch. You’ll serve clients and beneficiaries, mentor colleagues, and help strengthen administrative practices across our branches. Depending on branch needs and staffing, you may also manage a smaller portfolio of accounts.

What you will do

• Support account administration from onboarding through closing, including distributions, documentation, and periodic reviews.
• Provide responsive service to clients and beneficiaries and coordinate with officers, internal partners, and outside advisors.
• Coordinate branch workflows, provide technical guidance, and help colleagues navigate complex administrative matters.
• Train and mentor Trust Administrators, support onboarding, and collaborate with branch leaders to address training and workflow needs.
• Develop training and reference materials, chair committees, and lead projects to improve procedures and internal controls.

What you bring

• An associate degree, at least five years of related experience and/or training, or an equivalent combination of education and experience, and three years of management/leadership experience.
• Strong knowledge of fiduciary and investment account administration, sound judgment, and the ability to interpret governing documents.
• The ability to guide and develop colleagues, communicate clearly, and manage competing priorities with accuracy and follow-through.
• Proficiency with spreadsheets, word processing, and specialized software. A background in accounting, finance, investments, or law is helpful.

Why Idaho Trust

We value professionalism, mutual respect, and a sense of humor. You’ll work with knowledgeable colleagues in an environment that supports continued learning, professional development, and attentive client service.

• paid time off
• 11 paid holidays
• medical
• dental
• vision coverage
• a 401(k)
• life insurance
• a transportation stipend
• and more