Trust Administrator II - Compliance & Trust Operations

Advisor Group Inc.; United States; On-site; USD 50,000 - 70,000; Full time

Job summary

Advisor Group Inc. is seeking a Trust Administrator II to join the Premier Trust team. This role involves managing accounts per governing terms, ensuring compliance with regulations, and interacting with various stakeholders related to trust accounts.

The ideal candidate will have a Bachelor's degree (preferred) and at least two years of trust administration experience. Strong communication skills and proficiency in Microsoft Office tools are essential.

Qualifications

• Minimum of two years of trust administration experience.
• Intermediate knowledge of state trust compliance regulations.
• Effective organizational and time management skills.

Responsibilities

• Administer accounts according to governing instrument terms.
• Ensure compliance with all company policies.
• Coordinate and review tax return preparation for trusts.

Skills

Trust administration experience

Oral and written communication

Organizational skills

Math skills

Interpersonal skills

Education

Bachelor’s Degree Preferred

High School Diploma or GED with experience

Tools

Microsoft Word

Microsoft Excel

Job description

Advisor Group Inc. is seeking a Trust Administrator II to join the Premier Trust team. This role involves managing accounts per governing terms, ensuring compliance with regulations, and interacting with various stakeholders related to trust accounts.

The ideal candidate will have a Bachelor's degree (preferred) and at least two years of trust administration experience. Strong communication skills and proficiency in Microsoft Office tools are essential.