Trust Administration Assistant jobs in Wyoming
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
VP, Trust Officer
- First Western Trust
-
Pinedale, WY
FULL_TIME
-
First Western is seeking an VP, Trust Officer to join our team!
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a VP, Trust Officer at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Jackson team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:- Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
- Initiate and attend meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives. Analyze complex estate planning needs, and identify and present solutions to meet client goals.
- Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank's accounting firm, and ensure that all state and federal rules and regulations are complied with.
- Be an internal and external thought leader, providing training to clients and associates on estate planning and tax matters.
- Administer complex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio. Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans. Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.
- Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.
- Consult with clients' attorneys, accountants, and financial planners to promote fiduciary services.
- Quarterback and provide sales support for new trust opportunities as appropriate. Coordinate preparation of RFP's, fiduciary sales presentations and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.
- Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding.
- Fluency with TrustDesk and all related systems employed in trust administration.
- Proficient in Microsoft Office Suite, with exceptional Excel skills.
- Experience with CRM preferred.
- High initiative and follow-through.
- Ability to work independently and with a team.
- Experience working with high net-worth individuals.
- Excellent written and verbal communications skills, and ability to present to clients and prospects.
Juris Doctor (JD); CTFA also acceptable with significant relevant work experience Required
Experience Level Experience Details Required/Preferred
5-7 years Trust administration and/or experience as an attorney specializing in trust & estate planning Required
3-5 years Business development Required
What You Receive:
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $74,400- $104,000/YR
Job Classification: Full-Time Exempt
*Actual offer will be based on experience, location, education, and/or skills*- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off Bank Holidays
Questions? Contact us at Talent.Management@myfw.com
First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
Region C Pay Range
Pay Range
$74,400—$104,000 USD - 5 Days Ago
VP, Trust Officer
- First Western Trust
-
Jackson, WY
FULL_TIME
- First Western is seeking an VP, Trust Officer to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join ...
- 5 Days Ago
AVP, Trust Officer I
- First Western Trust
-
Pinedale, WY
FULL_TIME
- First Western is seeking an AVP, Trust Officer I to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to jo...
- 7 Days Ago
Nurse Assistant
- US Veterans Health Administration
-
Cheyenne, WY
FULL_TIME
- Duties The Specialty Clinic Nurse Assistant is responsible for completing delegated tasks within these clinic settings. This includes working in collaboration with the nursing staff and providers. The...
- 2 Days Ago
Nursing Assistant
- Veterans Health Administration
-
Cheyenne, WY
FULL_TIME
- PLEASE READ THIS ANNOUNCEMENT IN ITS ENTIRETY BEFORE BEGINNING THE APPLICATION PROCESS TO ENSURE YOU SUBMIT ALL THE REQUIRED DOCUMENTS. The Cheyenne VA Medical Center, is currently recruiting for one(...
- Just Posted
Advanced Medical Support Assistant
- Veterans Health Administration
-
Cheyenne, WY
FULL_TIME
- The Advanced Medical Support Assistants (AMSAs) are assigned to the Ward Administration section of the Business Development Service Line (BDSL)/Health Administration Service (HAS) located in the Cheye...
- 1 Day Ago
Trust Administration Assistant jobs at Popular Companies
Clerical/Administrative Support
- Kelly Services, Inc.
-
Kansas City, MO
- #x 9; Role reports to the Assigned School District Administrator who has ultimate responsibility for designing and imple...
- 6/11/2024 12:00:00 AM
Clerical Administrative Assistant
- Grundy/Kendall HR Consortium
-
Yorkville, IL
- Position Type: Secretarial/Clerical/Secretary Date Posted: 4/24/2024 Location: Yorkville Intermediate School Date Availa...
- 6/11/2024 12:00:00 AM
Clerical Administrative Assistant
- New York City, NY
-
New York, NY
- Under supervision, performs clerical and related work with limited latitude for independent judgment: we are seeking an ...
- 6/11/2024 12:00:00 AM
Admin Clerical- Administrative Assistant
- Pioneer Data Systems
-
Peapack, NJ
- Position Details: Our client, a world-leading Pharmaceutical Company in Peapack, NJ is currently looking for an Administ...
- 6/11/2024 12:00:00 AM
Admin-Clerical - Administrative Assistant
- Pioneer Data Systems
-
Collegeville, PA
- Position Details: Our client, a world-leading Pharmaceutical Company in Collegeville, PA is currently looking for a Admi...
- 6/11/2024 12:00:00 AM
General Administrative Assistant
- Florida National University
-
Hialeah, FL
- Florida National University - Local applicants only. Onsite. English language fluence required (speak, write, read). Spa...
- 6/11/2024 12:00:00 AM
General Administrative Assistant
- Florida National University-Main Campus
-
Hialeah, FL
- Helps maintain an efficient office environment. This position will provide administrative, secretarial and clerical supp...
- 6/11/2024 12:00:00 AM
Administrative Assistant (Administrative Support III)
- Johnson County (KS)
-
Olathe, KS
- Overview A career with Johnson County Government is more than just a job, it is an opportunity to serve a diverse and ex...
- 6/7/2024 12:00:00 AM
About Wyoming
Wyoming (/waɪˈoʊmɪŋ/ (listen)) is a state in the mountain region of the western United States. The state is the 10th largest by area, the least populous, and the second most sparsely populated state in the country. Wyoming is bordered on the north by Montana, on the east by South Dakota and Nebraska, on the south by Colorado, on the southwest by Utah, and on the west by Idaho and Montana. The state population was estimated at 577,737 in 2018, which is less than 31 of the most populous U.S. cities including Denver in neighboring Colorado. Cheyenne is the state capital and the most populous city...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$44,470 to $56,685
Most Popular Cities in Wyoming for Trust Administration Assistant Jobs
What does a Trust Administration Assistant do?
Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019