Trust Administrator II - Compliance & Client Service (In-Office)

Advisor Group Inc.; Kentucky; On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Advisor Group Inc. seeks a Trust Administrator II for Premier Trust to handle basic account administration and client relations. The role emphasizes adherence to policies, regulatory requirements, and discretionary distribution approvals as directed by the Board.

The position requires experience in trust operations, strong data handling, and collaboration with cross-functional teams to ensure timely, compliant service to beneficiaries and external partners.

Qualifications

• Minimum two (2) years of trust administration experience.
• Intermediate knowledge of state trust compliance regulations and other trust policies/procedures.
• Proficient in word processing and spreadsheets; ability to manage data.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.

Responsibilities

• Administer accounts in accordance with governing instruments and client needs.
• Coordinate communications with beneficiaries and related parties.
• Assist in tax filing preparations for trusts.
• Ensure compliance with applicable laws and internal policies.
• Maintain accurate client data and documentation.

Skills

Trust administration

Regulatory compliance

Customer relationship management

Attention to detail

Time management

Communication skills

Education

Bachelor’s Degree Preferred

HS Diploma or GED

Significant experience in trust administration

Tools

Microsoft Word

Microsoft Excel

Data entry systems

Job description

Advisor Group Inc. seeks a Trust Administrator II for Premier Trust to handle basic account administration and client relations. The role emphasizes adherence to policies, regulatory requirements, and discretionary distribution approvals as directed by the Board.

The position requires experience in trust operations, strong data handling, and collaboration with cross-functional teams to ensure timely, compliant service to beneficiaries and external partners.