Trust Administrator I — Client Accounts & Compliance

Advisor Group Inc.; United States; On-site; USD 45,000 - 60,000; Full time

Job summary

Advisor Group Inc. is seeking a Trust Administrator I to join the Premier Trust team. The role involves administering trust accounts, maintaining records, producing reports, and ensuring excellent customer service. Candidates should have at least a high school diploma and experience in a financial institution.

This position requires strong communication and organizational skills, along with proficiency in Microsoft Office applications. The ideal candidate values attention to detail and is dedicated to compliance with financial regulations.

Qualifications

• 1 year of basic knowledge of state and federal trust regulations.
• Basic administrative assistant skills.
• Ability to read and analyze general business documents.

Responsibilities

• Open new accounts by reviewing and analyzing documentation.
• Prepare forms for client disbursements and transactions.
• Provide customer service and resolve inquiries.

Skills

Communication skills

Typing skills

Organizational skills

Basic math skills

Education

High School Diploma or equivalent (GED)

Tools

Microsoft Word

Excel

Job description

Advisor Group Inc. is seeking a Trust Administrator I to join the Premier Trust team. The role involves administering trust accounts, maintaining records, producing reports, and ensuring excellent customer service. Candidates should have at least a high school diploma and experience in a financial institution.

This position requires strong communication and organizational skills, along with proficiency in Microsoft Office applications. The ideal candidate values attention to detail and is dedicated to compliance with financial regulations.