Wealth Management - Trust Administrator (Albany, NY)

Trustco Bank • Albany, NY • 2h ago

Trust Administrator

Reports to: Assistant Vice President

FLSA Status: Non -Exempt | Supervisory Role: yes

Why Join Us?

At Trustco Bank, we're committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member's contribution and offer a supportive, collaborative work environment. Join Trustco Bank's esteemed team and play a vital role in shaping our future by attracting the brightest minds. We look forward to welcoming a strategic partner passionate about talent and growth.

We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!

About the Trust Administrator Role

The Trust Administrator is responsible for maintaining and developing client accounts. Administers an account load for a group of Financial Service clients. Performs according to the Bank's core values to ensure optimum customer experience.

Key Responsibilities

Maintains ongoing communication with assigned clients via telephone, email, and mail correspondence.

Responds to account inquires regarding statements, fees, income levels and cash needs.

Ensures compliance with regulations and Bank policies and procedures as they pertain to financial services activities.

Processes bills, evaluates cash balances, estimates taxes, and works with investment managers to raise capital for assigned client load.

Schedules client meetings to review account performance, answer questions, and update client information.

Processes account maintenance for all assigned clients.

This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.

Qualifications & Experience

Required

A bachelor's degree in accounting or finance or equivalent level of education and experience.

Effective verbal and written communication skills.

Well organized with the ability to manage multiple tasks and work to time sensitive deadlines.

Ability to work well independently and in groups.

Working knowledge with Microsoft Office Programs; Excel and Word.

Preferred

Master's degree in business related field

Schedule

Full-time position:

Monday - Friday, 8:30 am - 5:00 pm; flexibility for evenings and weekends as needed.

Travel: Occasional travel to events; valid driver's license required.

Equal Employment Opportunity Statement:

Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:

Hiring, placement, upgrading, transfer, demotion or promotion Recruitment, advertising or solicitation for employment Treatment during employment Rates of pay or other forms of compensation Selection for training, including apprenticeship Layoff or termination

It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.

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