Masis Professional Group
Position Overview
My client is seeking a motivated and detail-oriented professional to join their team as a
Trust Administrator . This entry to mid-level position offers the opportunity to learn the foundations of trust administration while gaining hands-on experience in compliance and regulatory oversight. The role is well-suited for someone early in their career who is eager to grow in the Trust and fiduciary services industry. Key Responsibilities Trust Administration Support Trust Officers with day-to-day administration of trusts and estates. Process transactions, distributions, and payments accurately and on time. Assist with preparing account statements, reports, and client communications. Maintain orderly files and records of trust activity. Coordinate with internal team members, investment advisors, attorneys, and external business partners as needed. Compliance Support Assist with client onboarding, including gathering documentation for KYC/AML reviews. Help monitor accounts for adherence to internal policies and regulatory requirements. Maintain compliance files and logs for audits and reviews. Support periodic account reviews and reporting obligations. Stay up to date on company policies and assist with implementing regulatory updates. Qualifications Bachelor’s degree in business, finance, accounting, legal studies, or related field preferred (or equivalent work experience). 1–3 years of experience in financial services, banking, trust administration, or compliance helpful, but not required. Strong attention to detail and organizational skills. Excellent written and verbal communication. Ability to work with sensitive and confidential information with discretion. Proficiency with Microsoft Office Suite (Excel, Word, Outlook). Personal Attributes Eager to learn and grow in trust and compliance functions. Professional, client-focused attitude. Dependable, resourceful, and team-oriented. Strong problem-solving and follow-through skills.
Trust Administrator . This entry to mid-level position offers the opportunity to learn the foundations of trust administration while gaining hands-on experience in compliance and regulatory oversight. The role is well-suited for someone early in their career who is eager to grow in the Trust and fiduciary services industry. Key Responsibilities Trust Administration Support Trust Officers with day-to-day administration of trusts and estates. Process transactions, distributions, and payments accurately and on time. Assist with preparing account statements, reports, and client communications. Maintain orderly files and records of trust activity. Coordinate with internal team members, investment advisors, attorneys, and external business partners as needed. Compliance Support Assist with client onboarding, including gathering documentation for KYC/AML reviews. Help monitor accounts for adherence to internal policies and regulatory requirements. Maintain compliance files and logs for audits and reviews. Support periodic account reviews and reporting obligations. Stay up to date on company policies and assist with implementing regulatory updates. Qualifications Bachelor’s degree in business, finance, accounting, legal studies, or related field preferred (or equivalent work experience). 1–3 years of experience in financial services, banking, trust administration, or compliance helpful, but not required. Strong attention to detail and organizational skills. Excellent written and verbal communication. Ability to work with sensitive and confidential information with discretion. Proficiency with Microsoft Office Suite (Excel, Word, Outlook). Personal Attributes Eager to learn and grow in trust and compliance functions. Professional, client-focused attitude. Dependable, resourceful, and team-oriented. Strong problem-solving and follow-through skills.