Trust Administrator

ADP; Baton Rouge (LA); On-site; USD 55,000 - 75,000; Full time

Job summary

ADP in Baton Rouge, LA, seeks a Trust Administrator to manage trust and investment accounts, acting as the primary client contact and ensuring high-level service. You will interpret governing instruments and maintain compliance with regulatory standards while coordinating with CPAs and attorneys.

The role requires a bachelor’s degree in business, accounting or finance and 2+ years in financial services or related fields. Strong communication and organizational skills are essential.

Qualifications

• Bachelor’s degree in business, accounting or finance or equivalent work experience.
• 2+ years’ experience in financial services, investments, tax or legal field.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Support the administration of trust and investment accounts within assigned books.
• Maintain understanding of governing instruments (trust agreements, wills, modification documents).
• Serve as primary point of contact for trust account clients.
• Adhere to risk and regulatory standards, policies and controls; escalate issues as needed.
• Coordinate with external advisors (CPAs, attorneys).
• Prepare client presentations, proposals and reports for meetings.
• Maintain accurate records and documentation of client interactions and transactions.
• Support onboarding, account maintenance, regulatory compliance and client reviews.
• Stay current on regulatory requirements and fiduciary law.

Skills

Attention to detail

Client service orientation

Interpersonal skills

Organization

Written and oral communication

MS Office proficiency

Discretion with confidential info

Education

Bachelor’s degree in business, accounting or finance

Job description

A Trust Administrator plays a crucial role in the management and administration of trust and investment accounts, demonstrating expertise in fiduciary discretion and adherence to regulatory standards. You will maintain close client relationships, serving as the primary point of contact for trust matters, and ensuring high-level client service.

• Support the administration of trust and investment accounts within assigned books through demonstrated proficiency
• Maintain understanding of governing instruments including trust agreements, wills, modification documents, etc. as applicable to client base.
• Serve as primary point of contact for the client on the trust account relationship
• Understand and adhere to the company’s risk and regulatory standards, policies, and controls. Identify risk-related issues needing escalation to management.
• Manage client communications, transactions, and inquiries, ensuring high levels of service and satisfaction.
• Coordinate with clients’ external professional advisors including CPAs and attorneys.
• Prepare client presentations, proposals, and reports for meetings and reviews.
• Maintain accurate records, databases, and documentation related to client interactions and transactions.
• Support trust administration tasks such as client onboarding, account maintenance, regulatory compliance, and client reviews.
• Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates as well as industry standards and practice

Qualifications

Knowledge and Skills:

• Exceptional Attention to detail
• Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to both internal and external clients.
• Excellent interpersonal skills: ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiation for results and developing working relationships with internal and external clients.
• Strong organizational skills
• Strong written and oral communication
• Proficient in Microsoft Office and general office software
• Must be able to maintain a professional, customer service-oriented attitude always.
• Ability to exercise discretion in handling confidential information and materials.

Education/Experience:

• Bachelor’s degree in business, accounting or finance or equivalent work experience
• Two or more years’ experience in financial services, investments, tax or legal field