Trust Administrator

. The Trust Administrator serves as an administrative support professional for Advisor Solutions .

Posted 5/16/2026full-timeWilmington • New York, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $71,100 - $145,900 per yearWebsite

Key responsibilities & impact

The Trust Administrator serves as an administrative support professional for Advisor Solutions
Frequent direct communication with client
Support advisors in executing and implementing decision-making aspects of trust administration
Support the administration of multigenerational trusts, ensuring compliance and proper documentation requirements
Work closely with advisors and Trust Tax Team to ensure proper tax reporting is complete
Review daily trust activity

What you’ll need

Bachelor’s degree strongly preferred
Minimum 3-5 years fiduciary client service/sales experience preferred
CTFA or other professional designation, obtained or working toward, preferred
Significant experience and expertise within Trust
Knowledge of trust administration, estate planning strategies, and income and estate tax matters
Effective time management skills and ability to multi-task
Excellent interpersonal and communication skills
Exhibits a sense of urgency and continuous improvement mindset
Ability to work in a team orientated/matrix environment
Strong computer/technical skills required: Ability to use all Microsoft Office software, including: Word, Excel, PowerPoint, Outlook, and CoPilot.

Comp & perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

trust administrationestate planningincome tax mattersestate tax mattersfiduciary client servicemultigenerational truststax reporting

Soft Skills

time managementmulti-taskinginterpersonal skillscommunication skillssense of urgencycontinuous improvement mindsetteamwork

Certifications

Bachelor's degreeCTFA