Trust Administrator

Aligned Talent Acquisition; Cleveland (OH); Hybrid; USD 72,000 - 98,000; Full time

Benefits offered by this job

Health, dental, vision & HSA

401(k) + profit sharing

Life, disability & AD&D insurance

Vacation & PTO

Cell phone allowance & EAP

2 days remote per month

Job summary

Aligned Talent Acquisition is recruiting for an experienced Trust Administrator to join a sophisticated Trusts & Estates practice. This role will work closely with attorneys, fiduciaries, beneficiaries, financial institutions, and tax professionals throughout the trust administration process.

The ideal candidate brings extensive experience in trust and estate matters, with strong organizational and communication skills to manage complex tasks and deadlines.

Qualifications

• Experience with trust administration, estate administration, fiduciary services, or trusts and estates.
• Experience managing trust assets, beneficiary distributions, accountings, and administrative documentation.
• Familiarity with fiduciary tax matters and Forms 56, SS-4, 2848, and 1041 is highly desirable
• Experience coordinating with financial institutions, appraisers, insurance companies, and tax professionals
• Strong organizational skills and ability to manage multiple matters and deadlines
• Excellent communication skills and a high level of attention to detail
• Experience with GEMS, FAS, Centerbase, or similar systems is a plus; training is available

Job description

Trust Administrator

Compensation: $85,000+

Aligned Talent Acquisition is recruiting for an experienced Trust Administrator to join a sophisticated Trusts & Estates practice. This role will work closely with attorneys, fiduciaries, beneficiaries, financial institutions, and tax professionals throughout the trust administration process.

Ideal Background

• Experience with trust administration, estate administration, fiduciary services, or trusts and estates
• Experience managing trust assets, beneficiary distributions, accountings, and administrative documentation
• Familiarity with fiduciary tax matters and Forms 56, SS-4, 2848, and 1041 is highly desirable
• Experience coordinating with financial institutions, appraisers, insurance companies, and tax professionals
• Strong organizational skills and ability to manage multiple matters and deadlines
• Excellent communication skills and a high level of attention to detail
• Experience with GEMS, FAS, Centerbase, or similar systems is a plus; training is available

Why This Opportunity

• $85,000+ starting salary
• Health, dental, vision & HSA benefits
• 401(k) + profit sharing
• Life, disability & AD&D insurance
• Vacation & PTO
• Cell phone allowance & EAP benefits
• Flexible environment with 2 work-from-home days per month