Trust Administrator

Company: Jay Investors Limited Partnership

Green Valley, AZ

Salary: $120000

Posted on: 2023-10-25 | Expire on: 2023-12-09

Remote: No

Job Description:

Jay Investors Limited Partnership is a leading financial institution specializing in trust management and estate planning. We are currently seeking a Trust Administrator to join our team. As a Trust Administrator, you will be responsible for overseeing and managing a portfolio of trusts, specifically focusing on Private Estate, Personal Investment, and Vacation Fund Trusts.


  • Administer a diverse portfolio of trusts, ensuring compliance with legal and regulatory requirements
  • Coordinate with attorneys, accountants, and other professionals to facilitate trust administration
  • Prepare and review trust documents, including legal agreements, asset management plans, and beneficiary designations
  • Monitor trust investments and assets, making recommendations for adjustments as needed
  • Facilitate the distribution of trust assets, ensuring timely and accurate payments to beneficiaries
  • Provide exceptional client service and respond to inquiries from beneficiaries and external parties
  • Stay updated on industry trends and best practices in trust administration


  • Bachelor's degree in Finance, Business Administration, or a related field
  • Minimum of 3 years of experience in trust administration, preferably with a focus on Private Estate, Personal Investment, and Vacation Fund Trusts
  • Strong knowledge of trust laws, tax regulations, and fiduciary responsibilities
  • Excellent attention to detail and organizational skills
  • Ability to prioritize and manage multiple tasks in a fast-paced environment
  • Effective communication and interpersonal skills


  • Competitive salary and performance-based bonus
  • Comprehensive health, dental, and vision insurance
  • 401(k) retirement plan with company match
  • Paid time off and flexible work arrangements
  • Opportunity for professional growth and development

Search by tags:

Trust Administrator Trust Management Estate Planning

Report this Job
Apply Now View Random Job