Trust Administration Specialist – Client Service & Compliance

INTRUST Bank NA; Wichita (KS); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

INTRUST Bank NA is seeking a Trust Administrator to provide essential support in managing personal and institutional trust and investment accounts, ensuring compliant, high-quality client service. You will work closely with Trust Advisors to maintain account workflows and resolve inquiries.

This role requires strong communication, attention to detail, and the ability to collaborate with Investments, Legal, Compliance, and Operations.

Qualifikationen

• Bachelor’s degree or higher and 2+ years in trust administration preferred.
• Familiarity with trust principles, investment management, and estate planning concepts.
• Strong communication and confidentiality standards.

Aufgaben

• Provide administrative support to Trust Advisors in managing personal and institutional trust and investment accounts.
• Maintain and update trust account records, process account openings, distributions, and terminations.
• Coordinate account workflows and monitor key deadlines to ensure timely and compliant service.
• Execute fiduciary responsibilities including discretionary distributions, asset oversight, and account maintenance.
• Process daily transactions such as cash movements, bill payments, and asset transfers.
• Respond to client inquiries with professionalism and confidentiality.
• Draft correspondence and prepare reports, presentations, and client meeting materials.
• Collaborate with internal departments such as Investments, Legal, Compliance, and Operations to resolve client issues.
• Maintain relationships with external contacts including attorneys, CPAs, and assisted-living facilities.
• Apply knowledge of trust and estate concepts including relevant laws and investment strategies.
• Assist with tax documentation, valuations, and regulatory filings.
• Monitor account activity for compliance with trust provisions, applicable laws, and internal policies.
• Support account reviews, audits, and documentation of fiduciary decisions.
• Identify and elevate potential compliance or risk issues to Trust Advisors or management.
• Participate in team meetings, training, and provide backup support to other Trust Administrators as needed.

Kenntnisse

Exceptional verbal and written communi

Strong client service orientation

Ability to manage multiple priorities

Attention to detail and confid

Ausbildung

Bachelor’s degree in Business, Finance, or a related field

Tools

SEI

FIS

Jobbeschreibung

INTRUST Bank NA is seeking a Trust Administrator to provide essential support in managing personal and institutional trust and investment accounts, ensuring compliant, high-quality client service. You will work closely with Trust Advisors to maintain account workflows and resolve inquiries.

This role requires strong communication, attention to detail, and the ability to collaborate with Investments, Legal, Compliance, and Operations.