Trust Administrator: Special Needs Trusts & Client Support

The-Forge-Companies; New York (NY); On-site; USD 55,000 - 90,000; Full time

Job summary

The Forge Companies in New York is seeking a Trust Administrator to support a Trust Officer in administering trust accounts, including Special Needs Trusts and Settlement Protection Trusts. This position suits someone who understands the unique needs of individuals with disabilities and is passionate about client care.

The role involves day-to-day administration, document preparation, account openings and closings, fiduciary tax filings, and coordinating with internal teams.

Qualifications

• Associate or bachelor's degree or equivalent experience.
• Strong communication and interpersonal skills with empathy.
• Strong attention to detail and accuracy.
• Ability to handle sensitive situations with discretion and care.
• Strong organizational and time management skills.
• Ability to work independently while also being a team player.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint).

Responsibilities

• Provide day-to-day support to the Trust Officer, ensuring tasks are handled timely and efficiently.
• Assist with documents and forms for trust administration including openings, ongoing administration, and closings per internal policies.
• Schedule meetings, maintain account records, and manage correspondence related to account administration.
• Coordinate fiduciary tax filings and budget/distribution tracking.
• Open and adaptable to ad-hoc research requests and special projects with a hands-on approach.
• Serve as a back-up contact for the Trust Officer and provide client, family, and beneficiary support with clear communication.
• Review trust documents, monitor cash balances, and process disbursements and transfers.
• Assist with processing transactions and maintaining accurate account reporting.
• Participate in ongoing education and training related to trust administration.

Skills

Communication

Interpersonal skills

Attention to detail

Discretion

Organizational skills

Time management

Independence

Teamwork

Education

Associate or Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

Job description

The Forge Companies in New York is seeking a Trust Administrator to support a Trust Officer in administering trust accounts, including Special Needs Trusts and Settlement Protection Trusts. This position suits someone who understands the unique needs of individuals with disabilities and is passionate about client care.

The role involves day-to-day administration, document preparation, account openings and closings, fiduciary tax filings, and coordinating with internal teams.