Trust Administration Specialist

Old North State Trust, LLC; Greenville (NC); On-site; USD 48,000 - 64,000; Full time

Job summary

The Trust Administrator at Old North State Trust, LLC provides essential administrative support to Trust Officers and Senior Trust Advisors, handling account setup, maintenance, and client communications.

Key duties include opening/closing accounts, asset verification, scheduling, document preparation, and responding to inquiries. The role involves coordination with operations and occasional travel arrangements as required.

Qualifications

• Ability to operate standard office equipment (PCs, scanners, copiers).
• Proficiency with MS Office.
• Strong multitasking in a fast-paced environment with interruptions.
• Ability to analyze account information and solve problems.
• Excellent written and verbal communication.
• Team player with collaborative approach.

Responsibilities

• Provide administrative support for Trust Officers and Senior Trust Advisors.
• Open, maintain, and close accounts with documentation.
• Verify receipt of assets and cost basis information for new accounts.
• Handle client inquiries by phone and in person.
• Schedule appointments and coordinate meetings and travel.
• Coordinate transfers and postings of receipts and cash.
• Prepare letters, forms, and spreadsheets for servicing clients.
• Respond to IRS letters and monitor tax notices.
• Gathers, tracks, and prepares reporting for Trust Officers.

Skills

MS Office

Multitasking

Problem solving

Communication

Teamwork

Attention to detail

Tools

PCs

Scanners

Copiers

Job description

The Trust Administrator at Old North State Trust, LLC provides essential administrative support to Trust Officers and Senior Trust Advisors, handling account setup, maintenance, and client communications.

Key duties include opening/closing accounts, asset verification, scheduling, document preparation, and responding to inquiries. The role involves coordination with operations and occasional travel arrangements as required.