Trust Administrator jobs in Washington

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

W
Trust Administrator
  • Whitelaw Twining
  • Vancouver, WA FULL_TIME
  • Whitelaw Twining is a highly successful multi-disciplinary firm with a focus on litigation and with offices in Vancouver, Calgary and Toronto providing a full-range of legal expertise. In 2022, we increased the opportunities for our firm and our staff by joining the DWF Group, a global provider of integrated legal and business services.


    We are an innovative, passionate team, promoting a professional, supportive and engaging environment to our team members. Since the beginning, we’ve pushed beyond standard litigation to find progressive, creative solutions for our clients.


    Whitelaw Twining is extremely proud of its professional work environment that encourages team and social interaction between staff and lawyers. We believe that people work best in a collegial atmosphere where they are empowered to build their careers and make a positive contribution to our work environment.


    Join us at WT!


    We are currently seeking a Trust Administrator to join our Vancouver team in our Accounting department.  


    This position is for a team player who is proactive with a strong work ethic, can handle a busy workload, and who has a keen eye for detail. The ideal candidate will have a strong client service focus, the ability to multi-task, have solid analytical and organizational skills, and excellent communication skills. 


    What you’ll be doing:

    • Manage the administration of trust deposits and disbursements in accordance with Law Society Rules;
    • Maintain accurate records of all trust transactions, including deposits, withdrawals, investments, and transfers;
    • Serve as a point of contact for all staff levels, contacts for financial institutions and clients regarding trust-related inquiries and transactions;
    • Respond to queries regarding trust funds including, but not limited to, client identification/verification, discrepancies in balances and inactive trust funds;
    • Facilitate the opening and closing of trust investment accounts;
    • Ensure compliance by staying up to date on trust accounting regulations and standards set forth by the Law Societies and assist with completing annual trust audits;
    • Perform basic Accounts Payable, Accounts Receivable coverage;
    • Some overtime may be required during peak season;
    • Perform other duties as required.


    What you'll bring:

    • An aptitude for administrative processes, and quality control;
    • Previous work experience in a legal environment is an asset;
    • Previous trust experience is an asset;
    • Able to follow instructions and ask clarifying questions as required;
    • Must have intermediate working knowledge of Microsoft Office programs (Excel, Word, Outlook, PowerPoint, etc.);
    • Advanced level communications, both verbal and written;
    • Critical thinker;
    • Resourceful;
    • Aptitude to learn quickly, particularly in relation to software, processes, programs, etc.;
    • Strong attention to detail;
    • Keen desire to take on new challenges with a positive attitude;
    • Professional manner in communicating with others;
    • Strong organization, multi-tasking, and teamwork skills.


      The salary range for this position is $58,000-$65,000 per annum, dependent on years/relevance of individual experience. 


      Our firm benefits include Extended Health benefit, Dental coverage, LTD, DI, casual dress code, wellbeing allowance, early finish ahead of statutory holidays and more.


      Diversity & Inclusivity:

      Nurturing talent is very important to us. We are committed to equal opportunities in all areas of work and business. We want people to achieve their best, which will positively impact on our clients and communities in which we live and work. At Whitelaw Twining and DWF Group, we empower people to be themselves within an inclusive and supportive environment, enabling everyone to achieve their full potential in line with their abilities and career aspirations.



      Embrace this opportunity to make a meaningful impact on our firm’s success, submit your resume to: https://wtca.bamboohr.com/careers/188 

    • 17 Days Ago

    M
    Trust Administrative Assistant
    • Midwest Trust Company
    • Belleview, WA FULL_TIME
    • DescriptionTrust Administrative AssistantMidwest Trust Company – Bellevue, WAIf you are dedicated, disciplined, and client-focused, we have an opportunity for you to join our firm as a Trust Administr...
    • 5 Days Ago

    M
    Senior Trust Officer
    • Midwest Trust Company
    • Bellevue, WA FULL_TIME
    • Description As a Senior Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administrat...
    • 2 Months Ago

    J
    Trust Officer
    • Jobot
    • Kennewick, WA FULL_TIME
    • Trust Officer for Kennewick wealth firm This Jobot Job is hosted by: Ali Mercado Are you a fit? Easy Apply now by clicking the "Apply On Company Site" button and sending us your resume. Salary: $80,00...
    • 23 Days Ago

    G
    Investment Trust Fund Manager
    • Ginas Tech Jobs
    • Seattle, WA FULL_TIME
    • Job DescriptionInvestment Trust Fund Manager We are seeking an Investment Trust Fund Manager for a great opportunity in Seattle, WA. This position is 100% Onsite and not Remote. Investment Trust Fund ...
    • 25 Days Ago

    M
    Product Marketing Manager, Trust
    • Meta
    • Bellevue, WA FULL_TIME
    • At Meta Reality Labs, we build tools that help people feel connected anytime, anywhere. We’re on a mission to build the next computing platform by putting people at the center of emerging hardware and...
    • 5 Days Ago

    M
    Trust Administrator
    • Midland States Bank
    • Chicago, IL
    • Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
    • 6/2/2024 12:00:00 AM

    T
    Trust Administrator
    • The Forge Companies
    • Mooresville, NC
    • Job Summary Are you somebody who learns new processes and structures quickly, but enjoys every day being a little differ...
    • 6/1/2024 12:00:00 AM

    R
    Trust Administrator
    • Russell Tobin
    • San Diego, CA
    • Pride Global/Russell Tobin is currently seeking Trust Administrator to support our client. This is an excellent opportun...
    • 5/31/2024 12:00:00 AM

    B
    Trust Administrator
    • Bowditch & Dewey, LLP
    • Worcester, MA
    • Job Description Job Description Company Overview: Join Bowditch & Dewey as a Trust Administrator in Estate, Financial & ...
    • 5/31/2024 12:00:00 AM

    S
    Trust Administrative Officer
    • Sierra Executive Solutions Inc
    • Reno, NV
    • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
    • 5/30/2024 12:00:00 AM

    O
    Director of Trust Administration
    • Old Second National Bank
    • Lombard, IL
    • Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individu...
    • 5/30/2024 12:00:00 AM

    S
    Trust Administrator
    • Sierra Executive Solutions Inc
    • Las Vegas, NV
    • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Administrative Officer in Las V...
    • 5/29/2024 12:00:00 AM

    F
    Director Institutional Trust Administration
    • First Citizens Bank
    • Raleigh, NC
    • Overview: This position has direct ownership of Institutional infrastructure and processes, and is responsible for ensur...
    • 4/10/2024 12:00:00 AM

    Washington (/ˈwɒʃɪŋtən/), officially the State of Washington, is a state in the Pacific Northwest region of the United States. Washington is the northwestern-most state of the contiguous United States. It borders Idaho to the east, bounded mostly by the meridian running north from the confluence of the Snake River and Clearwater River (about 116°57' west), except for the southernmost section where the border follows the Snake River. Oregon is to the south, with the Columbia River forming the western part and the 46th parallel forming the eastern part of the Oregon-Washington border. To the wes...
    Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
    Income Estimation for Trust Administrator jobs
    $67,100 to $85,739

    Trust Administrator in Nashville, TN
    If you have any questions, you should call the estate attorney who set up the trust for them.
    December 03, 2019
    Trust Administrator in Cleveland, OH
    Becoming the family trust administrator is a big responsibility during a stressful time.
    December 25, 2019
    Trust Administrator in Shreveport, LA
    Is contingent as of the time of allowance or disallowance." The Trust Administrator's disallowance theory is based upon the manner in which CNA calculates the total premium owed under its retrospective rating formula.
    December 29, 2019