Trust Administration Associate - Client Services & Accounts

Jobtailor; Missouri; On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor is seeking a detail-oriented fiduciary professional to support internal and external clients with account-related requests, maintain accurate fiduciary records, and assist with transactions and transfers. You will ensure compliance with procedures and tax concepts while coordinating documentation with internal teams and external partners.

You will collaborate with Trust Administrators and Officers to support day-to-day account management and prepare reports for reviews and audits,

Qualifications

• High School Diploma or equivalent required, bachelor's degree preferred.
• Minimum of 2 years of fiduciary administration or client service experience preferred.
• Basic knowledge of trust administration, estate planning strategies, and income, gift, and estate tax concepts.

Responsibilities

• Respond to routine inquiries and assist with account-related requests.
• Maintain client account information with accuracy.
• Assist with account transactions including cash movements, check processing, and account updates.
• Monitor account activity for overdrafts and exceptions; escalate issues.
• Assist with account openings, closings, and transfers with proper documentation.
• Prepare reports and gather data for reviews, audits, and client servicing.
• Coordinate documentation with internal teams, external partners, and tax preparers.
• Work closely with Trust Administrators and Officers to support day-to-day account management.
• Follow established procedures to ensure consistent operational practices.

Skills

Fiduciary Administration

Client Service Experience

Trust Administration

Estate Planning Strategies

Account Management

Education

High School Diploma

Bachelor's Degree Preferred

Job description

Jobtailor is seeking a detail-oriented fiduciary professional to support internal and external clients with account-related requests, maintain accurate fiduciary records, and assist with transactions and transfers. You will ensure compliance with procedures and tax concepts while coordinating documentation with internal teams and external partners.

You will collaborate with Trust Administrators and Officers to support day-to-day account management and prepare reports for reviews and audits,