Trust Administrator

Trust Administrator

Requirements

• Associates degree and a minimum of 1 years’ experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience
• In lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 years’ experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience
• Self-motivated
• Proven verbal and written communication skills
• Proven presentation skills
• Proven organizational skills
• Strong customer focus
• Proficiency with personal computers
• Experience maintaining high level of integrity and professionalism

Responsibilities

• Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion
• Serve as primary point of contact for the client on the trust account relationship, with supervision; communicate regularly with the client on trust matters and support overall trust administration management
• Ensure high-level client service through timely and appropriate interactions with the client, the client’s advisors, and internal partners as necessary
• Develop relationships with clients to best support administration of their trust accounts and provide assistance to facilitate client requests and meet distribution needs
• Ensure activities adhere to account administration policies and procedures
• Develop and maintain comprehensive knowledge of systems leveraged to deliver client service and maintain account records
• Assist with preparing business and client presentations as requested, with supervision
• Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners
• Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates as well as industry standards and practices
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management
• Promote an environment that supports diversity and reflects the M&T Bank brand
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
• Complete other related duties as assigned

Preferred Qualifications

• Bachelor’s degree
• Minimum of 1 years’ estates and trust experience
• CTFA (Certified Trust and Financial Advisor) certification
• Ability to read and interpret governing instruments related to account administration
• Strong interpersonal skills