Back to Jobs search

Trust Administrator

M&T Bank • Bridgeport, CT • 7h ago

Open to other Wilmington Trust office locations in CT *

Overview:

Under supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer's discretion. Escalates risk issues identified in work assignments. Follows best practices and adheres to controls over efficiency and risk management. Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary management within client relationships.

Primary Responsibilities:

Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion.

Serve as primary point of contact for the client on the trust account relationship, with supervision; communicate regularly with the client on trust matters and support overall trust administration management.

Ensure high-level client service through timely and appropriate interactions with the client, the client's advisors, and internal partners as necessary.

Develop relationships with clients to best support administration of their trust accounts and provide assistance to facilitate client requests and meet distribution needs.

Ensure activities adhere to account administration policies and procedures.

Develop and maintain comprehensive knowledge of systems leveraged to deliver client service and maintain account records.

Assist with preparing business and client presentations as requested, with supervision.

Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.

Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates as well as industry standards and practices.

Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.

Promote an environment that supports diversity and reflects the M&T Bank brand.

Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

Complete other related duties as assigned.

Scope of Responsibilities:

An important component of the position is the ability to work well as a member of a team and communicate internally with client relationship team members, market leadership, Tax Liaison Team, Legal and Compliance, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc.

Education and Experience Required:

Associates degree and a minimum of 1 years' experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 3 years' higher education and/or work experience, including a minimum of 1 years' experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience

Self-motivated

Proven verbal and written communication skills

Proven presentation skills

Proven organizational skills

Strong customer focus

Proficiency with personal computers

Experience maintaining high level of integrity and professionalism

Education and Experience Preferred:

Bachelor's degree

Minimum of 1 years' estates and trust experience

CTFA (Certified Trust and Financial Advisor) certification

Ability to read and interpret governing instruments related to account administration

Strong interpersonal skills

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $25.55 - $42.59 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Bridgeport, Connecticut, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Similar Jobs

Restaurant Manager

Cracker Barrel • Milford, CT • 2h ago

Retail & Hospitality

WHY CRACKER BARREL What is it like to work at Cracker Barrel? It feels like ... Care beyond the table - At Cracker Barrel, our managers play a vital role in caring for our employees and guests. Through their leadership,...

2h ago

Go to Apply

Procurement COE Intern

Edgewell Personal Care • Milford, CT • 7h ago

Management & Administrative

Edgewell is a global team of over 6,000 visionaries, doers and makers. Our secret is people, and we have an inspiring and collaborative global force of them. Our portfolio of over 25 brands touches lives in more than 50...

7h ago

Go to Apply

Supervisor, Electric Field Operations

Eversource Energy • Norwalk, CT • 7h ago

Role and Scope of Position: Provides leadership to ensure the safe, timely and efficient completion of work efforts relating to the construction, operation, maintenance, and emergency restoration of the electric distribu...

7h ago

Go to Apply

Cashier

Pilot Company • Milford, CT • 1d ago

Retail & Hospitality

Company Description Pay Rates Starting between: $16.79 - $20.68 / hour Are you passionate about team building, customer service, and meeting new people? Pilot Company offers a dynamic environment where no two days are th...

1d ago

Go to Apply

Nursing Home Cook

Athena Health Care Systems • Bridgeport, CT • 2d ago

Hospital & Medical

We are hiring a part-time Cook to join our dynamic care team at Northbridge Health Care Center in Bridgeport! 16 hours a week with weekly pay. Shift options vary from 5a-1p or 11:30a-7:30p. Working with our team and resi...

2d ago

Go to Apply

Senior Staff Accountant

Aston Carter • Monroe, CT • 2d ago

Finance & Accounting

Sr. Staff Accountant Job Description We are seeking a full-time Sr. Staff Accountant to join our exceptional team. This role offers a competitive salary, excellent work-life balance, and exceptional career growth opportu...

2d ago

Go to Apply

Marketing Data Operations Manager

Cornerstone onDemand • Bridgeport, CT • 3d ago

Management & Administrative

We are looking for a Marketing Data Operations Contractor for a 6-month project (with potential expansion) to clean up and optimize our data and processes that underpin our marketing programs. This individual will work s...

3d ago

Go to Apply

Audit Consultant - Finance

M&T Bank • Bridgeport, CT • 3d ago

Finance & Accounting

Overview: This role provides senior level expertise in audit engagements that span multiple portfolios which require in-depth business and risk knowledge to properly assess associated risk and controls. Primary Responsib...

3d ago

Go to Apply

Customer Service Associate

Walgreens • Darien, CT • 3d ago

Management & Administrative

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Custome...

3d ago

Go to Apply

Medical Front Office - Patient Service Specialist

Select Medical • Stratford, CT • 3d ago

Hospital & Medical

Overview Position: Patient Service Specialist Location: Stratford, CT Type of Employment: PRN/Per diem (SUMMER POSITION) Schedule: Weekdays - Varies Compensation: $17/hour (pending experience) When patients enter our out...

3d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.