Trust Administration Leader — Mentor, Govern & Grow

NBT; City of Syracuse (NY); On-site; USD 109,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

Parental Leave

Medical Coverage

Dental and Vision Coverage

Flexible Spending Accounts

Disability Coverage

Life Insurance

Voluntary Benefits

Retirement Plans

Adoption Assistance

Tuition Reimbursement

EAP

Pet Insurance

Financial and Banking Services

Job summary

NBT is seeking a Senior Manager to lead the Personal Trust Group in the Syracuse area. You will direct administrators and support staff, mentor the team, and oversee compliance for a portfolio of complex trusts and estates.

You will collaborate with attorneys and financial planning professionals to meet client objectives, supervise staff, and chair regional review processes, while upholding regulatory standards and service excellence.

Qualifications

• Bachelor's degree or equivalent with finance/business background
• 7-10 years management experience in Trust/Financial Services/insurance or law
• Completion of Cannon Trust or New York Bankers Trust training including estate & tax casework

Responsibilities

• Administers trusts, estates and agency accounts for high net worth clients with superior service.
• Trains, mentors, and oversees a team of Trust Administration officers.
• Completes annual review of administrative documentation and assists in investment risk analysis for compliance.
• Analyses trust and estate accountings for accuracy and proper form.
• Chairs a regional Account Review Committee.
• Performs other duties as assigned.

Skills

Direct staff

Verbal & written

Computer literacy

Customer service

Legal document interpretation

Tax knowledge

Mentoring

Performance reviews

Education

Bachelor's degree or equivalent

7-10 years management experience

Estate & trust administration training

5 years supervising experience

Tools

Microsoft Office Suite

Proprietary industry software

Job description

NBT is seeking a Senior Manager to lead the Personal Trust Group in the Syracuse area. You will direct administrators and support staff, mentor the team, and oversee compliance for a portfolio of complex trusts and estates.

You will collaborate with attorneys and financial planning professionals to meet client objectives, supervise staff, and chair regional review processes, while upholding regulatory standards and service excellence.