Trust Administrator - Client-Centric Trust Ops

The Forge Companies; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

The Forge Companies seeks a Trust Administrator to support a Trust Officer in administering trust accounts, including Special Needs and Settlement Protection Trusts. The role emphasizes compassionate, compliant client service for individuals with disabilities.

You will participate in day-to-day account administration, document preparation, record-keeping, and collaboration with internal teams to meet regulatory requirements and ensure accurate, timely fiduciary actions.

Qualifications

• Associate or bachelor’s degree or equivalent experience.
• Strong communication and interpersonal skills, with empathetic, clear communication.
• Strong attention to detail and accuracy.
• Ability to handle sensitive situations with discretion and care.
• Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines.
• Ability to work independently while also being a contributing member of a team.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint).

Responsibilities

• Provide day-to-day support to the Trust Officer, ensuring tasks are handled promptly.
• Assist with trust documents: opening, administering, and closing accounts per policy.
• Schedule meetings, maintain account records, and manage correspondence.
• Coordinate fiduciary tax filings and budget/distribution tracking.
• Assist with ad-hoc research and special projects with internal teams.
• Serve as back-up contact for Trust Officer; support clients, families, beneficiaries.
• Review trust documents and monitor account cash balances and distributions.
• Process transactions: disbursements, transfers, and account maintenance.
• Prepare periodic reports for clients and regulatory bodies.

Skills

Communication skills

Empathy

Attention to detail

Discretion

Time management

Teamwork

Microsoft Office

Education

Associate or Bachelor's degree

Tools

Microsoft Office Suite

Job description

The Forge Companies seeks a Trust Administrator to support a Trust Officer in administering trust accounts, including Special Needs and Settlement Protection Trusts. The role emphasizes compassionate, compliant client service for individuals with disabilities.

You will participate in day-to-day account administration, document preparation, record-keeping, and collaboration with internal teams to meet regulatory requirements and ensure accurate, timely fiduciary actions.