Job Details

Trust Admin Officer I

Company name

U.S. Trust

Organization Type

In-House

Job Type

Legal Staff

Years of Experience

Min 1 yrs required

Location

New York City, NY

Date Last Verified

Feb 16,2018

Posted on

Feb 02,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Trust Admin Officer I The candidate primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations within the US Trust group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers etc. Perform general administrative duties such as typing, filing and copying. Secondary responsibilities include the potential identification of new business opportunities from existing book of business.

Qualification and Experience

The candidate should have Bachelor’s Degree. Additional Legal, Paralegal and/or JD degree a plus. Fiduciary Education and Training is desired. Must have 1+ years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent). Technically proficient in fiduciary law, tax investments and administration.

Company info

Hiring Coordinator
U.S. Trust
114 West 47th Street
7th Floor
New York City, NY 10036

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