Trust Administrator

North Shore Bank; Duluth (MN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Vision and Dental insurance

401(k) with Employer Match

Paid Vacation and Holidays

Wellness Program

Pet Insurance

Job summary

North Shore Bank in Duluth is seeking a full-time Trust Administrator to provide strategic advice to clients in areas like estate planning and asset management. This role is focused on developing client relationships, with opportunities for professional growth and accreditations.

Applicants should have over 5 years of experience in trust administration, a relevant bachelor's degree, and a professional designation. The company offers a collaborative culture, competitive pay, and benefits including health and retirement plans.

Qualifications

• 5+ years of experience in trust administration or wealth management.
• Knowledge of fiduciary law, tax, investments, and administration.
• Professional designation required, such as CTFA, CFP, JD, CPA.

Responsibilities

• Provide strategic advice including asset management and estate planning.
• Maintain a business development plan with the VP, Trust Administration.
• Proactively communicate with clients via various channels.

Skills

Trust administration

Wealth management

Fiduciary law

Client relationship management

Education

Bachelor’s degree in a business-related field

Professional designation (CTFA, CFP, JD, CPA)

Job description

FDIC-Insured - Backed by the full faith and credit of the U.S. Government

FDIC-Insured - Backed by the full faith and credit of the U.S. Government North Shore Bank of Commerce

Trust Administrator

Job Opening

North Shore Bank is a locally owned and operated community bank that has proudly been serving the Twin Ports area and beyond with integrity for over 100 years. We specialize in providing personalized financial solutions and fostering long‑term relationships with our customers.

We’re currently seeking a full‑time Trust Administrator to join our team. If you’re a seasoned professional who’s passionate about developing, expanding and maintaining relationships, this is a great opportunity for you! This role will be met with opportunities for growth and options to obtain applicable accreditations to support our diverse business lines.

At North Shore Bank, we offer:

• Competitive pay
• A positive, collaborative workplace culture
• Career development opportunities within our organization
• Equal opportunity employer

What You Will Do:

• Provides comprehensive, strategic advice to clients, including asset management, estate planning, taxes, dispute resolution and risk management.
• Will work closely with the VP, Trust Administration to establish and maintain a business development plan.
• Initiates regular, proactive client communications via telephone, e‑mail, in writing, and in person. Exercises independent judgment in resolving client inquiries and responds to client requests in a timely and professional manner.
• Professional account management consistent with governing documents, applicable laws, regulations, policies and procedures.
• Works closely with department employees on administrative, operational and investment issues to ensure the quality of the client experience.
• Attend corporate events, social gatherings, and other events necessary to support client retention and cultivate prospective client relationships.
• Performs other job‑related duties as assigned.

What We’re Looking For:

We’re seeking someone who is connected to, passionate about and lives in the Twin Ports area!

• 5+ years of successful experience in trust administration or wealth management, servicing and managing fiduciary relationships.
• Technically proficient in fiduciary law, tax, investments and administration.
• Bachelor’s degree in a business‑related field and/or equivalent experience and/or training.
• Professional designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School.
• Medical, Vision and Dental, Employer paid Life and Disability, Flexible Spending Accounts, HSA, EAP, Wellness Program, Pet Insurance.
• 401(k) with Employer Match and Profit Sharing
• Vacation time
• Paid Holidays
• Fun and friendly family‑owned work environment
• $60,000‐$80,000. Salary, incentive plan and title all depending on experience.