Trust Administrator — Wealth & Estate Planning Pro

Colonial Group; Houston (TX); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Healthcare coverage from day one

Paid parental leave

Mother’s lounge onsite

Flexible PTO

Hybrid work schedule

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower is seeking a Trust Administrator to join the Trust Company team in a fast-paced environment. The role focuses on accurate account administration, fiduciary oversight, and exceptional service to financial advisors and clients.

Applicants should have a Bachelor's degree, 3 years of trust administration/estate planning experience, and a background in the RIA/wealth management sector. Strong organizational skills and MS Office proficiency are required.

Qualifications

• Bachelor’s degree or equivalent
• 3 years of trust administration and/or estate planning experience
• Experience in RIA/wealth management environments
• Proficiency with Microsoft Office
• Strong analytical and organizational skills
• Excellent written and verbal communication

Responsibilities

• Respond to client inquiries in accordance with service standards
• Research account-related matters for clients or Trust Officers
• Assist with post-acceptance and annual administrative account reviews
• Assist with account maintenance
• Collaborate with Trust Operations to set up distributions and other disbursements
• Prepare and review daily custodial reports

Job description

Hightower is seeking a Trust Administrator to join the Trust Company team in a fast-paced environment. The role focuses on accurate account administration, fiduciary oversight, and exceptional service to financial advisors and clients.

Applicants should have a Bachelor's degree, 3 years of trust administration/estate planning experience, and a background in the RIA/wealth management sector. Strong organizational skills and MS Office proficiency are required.