Senior Trust Administrator

Senior Trust Administrator The Senior Trust Administrator is accountable for the supporting Trust Advisors and the administration of a book of trust and estate accounts in a fast-paced, high-volume environment. The position requires in-depth knowledge of estate planning governing documents and account agreements. In addition, this position requires knowledge of fiduciary duties and applicable laws (including trust and tax law), estate planning techniques, financial planning, asset management and prudent investment principles, and regulatory and compliance requirements. Some duties may require additional knowledge of partnership and income tax accounting principles as well as state specific tax and business reporting requirements. Administration includes coordination with external partners (Attorneys, CPAs), and internal support partners (Compliance, Investments, and Operations) to ensure accurate, timely and efficient administration and to manage risk. Administration also includes supporting Trust Advisors providing high-quality service to clients/beneficiaries (and PWAs) and promoting the growth and profitability of Blue Trust. Principle Accountabilities Provides advanced administrative support to Trust Advisors serving charitable trust, personal trust and estate accounts in accordance with governing instrument/bank policies and Federal/State laws/regulations Creates trust and estate legal document synopsis in accordance with the new account acceptance process and facilitates the discretionary distribution process. Responsible for appropriate risk management of assigned accounts in compliance with company policies and procedures. Coordinates with internal / external tax preparers the gathering of required information for the preparation of applicable tax returns (income and estate/gift tax) for assigned accounts. Work closely with trust advisors, portfolio managers, operations, other team m