Position Summary

This position provides essential administrative and operational support to ensure the efficient management of trust accounts and client services. This role involves assisting with account documentation, transaction processing, client communications, and internal coordination. It is ideal for individuals looking to grow within the trust and estate field while contributing to a high-performing fiduciary team.

Required Education and Experience:

• 1–3 years of experience in financial services, banking, or administrative support.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office Suite and familiarity with trust accounting systems (preferred).
• High level of discretion and professionalism.

Major Duties and Responsibilities

Administrative Support

• Prepare and maintain trust account documentation, correspondence, and reports.
• Assist in the onboarding of new accounts, including gathering client information and preparing forms.
• Schedule meetings, manage calendars, and coordinate communications for the Trust Officer.

Client Service Assistance

• Respond to routine client inquiries and direct complex matters to the Trust Officer.
• Help prepare materials for client meetings and follow-up communications.
• Maintain confidentiality and professionalism in all client interactions.

Operational Duties

• Process routine transactions such as distributions, account updates, and transfers.
• Assist with account reconciliations and data entry into trust accounting systems.
• Support compliance and audit activities by organizing records and preparing reports.

Team Collaboration

• Work closely with trust officers, operations staff, and other departments to ensure smooth workflow.
• Participate in internal meetings and contribute to process improvement initiatives.
• Provide backup support to other administrative roles as needed.

Desired Skills, Abilities, and Characteristics:

• Interest in trust administration or fiduciary services.
• Ability to manage multiple tasks and meet deadlines.
• Team-oriented with a proactive approach to problem-solving.
• Willingness to learn and grow within the organization.

Working Conditions

Adams Brown Trust Solutions, Inc., promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

Adams Brown Trust Solutions, Inc. is an Equal Opportunity Employer