Trust Administrator

Old North State Trust; 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

SUMMARY

The Trust Administrator performs a wide variety of administrative support tasks in support of
Trust Officers and Senior Trust Advisors.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be
assigned.

Primary Duties and Responsibilities:

Perform Administrative Support for the Lexington Old North State Trust, LLC. Team
Fully responsible for opening, maintaining, and closing accounts as assigned, including: Creating
file folders, gathering new account documentation, and ensuring all documentation has been
completed appropriately.
Verifies receipt of assets and cost basis information for new accounts.
Interacts daily on the phone and in person with prospective and existing clients including handling
basic inquiries and directing calls and individuals to the proper team member.
Schedules appointments; maintains calendars and schedules, and coordinates meetings, events,
and/or travel arrangements, as required.
Notifies Investment Operations for placing trades on directed accounts as requested
Coordinate incoming/outgoing transfers with Operations
Sets up Unique Assets per policy.
Posts receipts and incoming cash as needed. Makes deposits for checks/payments received.
Prepares/completes distributions as needed.
Verifies available funds for disbursing. Coordinates with Investment Manager and Trust Officer
when needed.
Receives cross-training in Operations and assists with other areas of the company as needed.
Prepares letters, forms, and spreadsheets to assist with servicing clients and prospecting for new
clients.
Processes and follows up on authorizations for proper maintenance of accounts.
Maintains records and files including filing and scanning.
Verifies RMDs have been completed.
Monitors tax notices, and reporting
Responds to IRS letters as needed.
Tracks Discretionary Actions for Assigned Trust Officer(s)
Gathers, tracks and prepares necessary reporting for assigned Trust Officer(s) to the Trust
Administrative Committee.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or
ability required. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
Ability to operate standard office equipment such PCs, scanners and copiers.
Proficiency with MSOffice products
Ability to manage multiple tasks with changing priorities and deadlines in a fast-paced
environment with multiple interruptions
Ability to analyze, research account information and solve problems
Ability to create and edit correspondence and documentation.
Ability to present a pleasant phone demeanor
Has demonstrated success working effectively with teams

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.
Ability to hear and communicate verbally
Ability to see and read printed materials and computer monitors
Manual dexterity to operate a keyboard
Ability to sit for long periods

WORK ENVIRONMENT

This position primarily works in a temperature controlled office environment.
The noise level is low. Hearing protection is typically not required.

WORK HOURS

The work hours for this position vary.
Overtime and weekend work may be required during busy periods.

DRESS CODE

Business casual attire appropriate for a business setting