Trust Administration Intern (Paid)
📋 Role Overview & Responsibilities
Summary
Our award-winning client is seeking a Trust Administration Professional to deliver high quality service.This role is poised for growth and must demonstrate proper effort, attitude and discipline to work in a fast paced company.
Responsibilities
Knowledge of all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.Ensure receipt of proper documentation for new account openings and account terminations.Provide support to the Trust Officers and AdministratorsResolve other trust issues.Be knowledgeable in fiduciary law, investments, tax, and other aspects of trusts.Work with colleagues to retain and expand existing client relationships.Work closely with Investment personnel to support trust requirements.
Required Qualifications
1 - 5 years years of Personal Trust Administration, Wealth Management, or related experience.Attend to details while maintaining a big-picture orientation.Understanding of various types of investments and strategies.Work with minimal oversight, make non-routine decisions and bring complex problems to management for guidance.Communicate effectively, both orally and in writing, with all organizational levels.
Frequently Asked Questions
How do I apply for the Trust Administration Intern (Paid) position at Provision People? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Provision People without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Anchorage, AK with potential relocation and sponsorship assistance depending on candidate qualifications.
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