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About the Role

The Trust Administrator is responsible for maintaining and developing client accounts, administering an account load for Financial Service clients, and performing according to the Bank’s core values to ensure optimum customer experience.

Responsibilities

• Maintains ongoing communication with assigned clients via telephone, email, and mail correspondence.
• Responds to account inquiries 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.

Requirements

• 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.
• Occasional travel to events; valid driver’s license required.

Skills

• Microsoft Office Programs
• Excel
• Word
• Communication skills
• Organization
• Time management

Work Type

• Full-time

Education Level

• Bachelor's degree in accounting or finance or equivalent
• Master's degree in business related field

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Health savings account with an annual employer contribution
• 401(k)-retirement plan with generous employer match
• Paid time off
• 11 paid federal holidays
• Training and professional development programs
• Tuition reimbursement
• Reduced fees and rates on certain loan products

About the Company

• 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.

Equal Opportunity

• 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.