Trust Admin Specialist – Wealth Management

Priority Dispatch Corp.; Fenton (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

Priority Dispatch Corp. is seeking an experienced Trust Administrative Assistant to provide administrative and operational support to the Trust Officer and Wealth Advisor.

You will deliver exceptional client service, handle account distributions, maintain client files, and assist with regulatory compliance within a private bank/trust setting. You will also help with new account documentation, filing, and routine reporting while ensuring accuracy and confidentiality in all client interactions.

Qualifications

• Three years of experience within a Private Bank/Trust setting.
• Strong problem solving and analytical abilities.
• Excellent written and verbal communication skills.
• Professionalism and resilience in handling sensitive client information.
• Ability to manage multiple tasks with attention to detail.
• Initiative and ability to work independently when needed.

Responsibilities

• Provide superior client service by handling inbound calls and inquiries.
• Process distribution requests and maintain client and beneficiary files.
• Assist with account administration, document management, and OFAC checks.
• Set up new accounts and record-keeping in the internal trust system.
• Prepare account documentation and assist with estate settlement tasks.
• Support Wealth Advisor and Trust Officer in compliance and reporting.

Education

High school education

Tools

Banking software

Job description

Priority Dispatch Corp. is seeking an experienced Trust Administrative Assistant to provide administrative and operational support to the Trust Officer and Wealth Advisor.

You will deliver exceptional client service, handle account distributions, maintain client files, and assist with regulatory compliance within a private bank/trust setting. You will also help with new account documentation, filing, and routine reporting while ensuring accuracy and confidentiality in all client interactions.