Trust Administrator

Pride Global / Russell Tobin is currently seeking Trust Administrator to support our client. This is an excellent opportunity to work with a dynamic team and gain valuable experience in the Banking industry .

Potential to extend or convert for the right candidate. Apply today for consideration!

Position : Trust Administrator

Location : San Diego, CA 92121

Duration : 5+ months with possible extension

Pay rate : $41-43.00 / hr on W2

JOB SUMMARY :

• Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts.
• May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable / Philanthropic Accounts, ILITs, Estates, etc.)
• Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity.
• Accountable for servicing and retention of existing accounts.
• Administers accounts in a manner which ensures compliance with the governing documents, state statutes and policies and procedures.
• Responsible for meeting all corporate and regulatory compliance standards.
• Perform due diligence to determine client contact information or lack thereof.
• Upon determining path of fund remittance, prepare appropriate documentation for client communication and send monies to the appropriate endpoint.
• Document due diligence; document determination of path of fund remittance; and send monies.

Required Skills :

• Attention to detail is a critical skill as well as investigative abilities.
• The candidate must be highly organized and be able to follow instructions as per project guidelines.
• A paralegal or accounting background might be helpful.
• Experience with the SEI trust system, Lexis-Nexis, or Ancestry would be valuable but not required.
• No minimum education required, but any experience in the personal trust discipline would be helpful.

ABOUT US :

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries.

Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs.

In other words, we connect top talent with companies.

As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.