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Senior Trust Administrator - Remote

Posted 2 weeks ago
Finance / Legal
Full Time
IL, USA

Overview

The Senior Trust Administrator will support the administration of family trusts and the operations of a regulated private trust company, ensuring compliance with fiduciary standards, legal requirements, and internal policies.

In Short

  • Lead specified trust and client relationships
  • Draft or review discretionary distribution requests
  • Assist with onboarding new trusts
  • Prepare meeting materials for PTC committees
  • Implement trust administration processes
  • Collaborate with accounting on financial matters
  • Prepare annual cashflow projections for trusts
  • Partner with tax professionals for compliance
  • Assist with trust education content
  • Manage special projects as necessary

Requirements

  • 7-10 years of trust administration experience
  • Strong understanding of trust concepts and fiduciary standards
  • High level of organization and attention to detail
  • Excellent interpersonal and communication skills
  • Strong analytical and problem-solving skills
  • Ability to handle competing priorities
  • Motivated, discreet, and collaborative
  • Proficient with Microsoft Office and CRM

Benefits

  • Flexible hybrid work environment
  • Supportive team culture
  • Opportunities for professional development
  • Engaging work with family trusts
BRIAR HALL logo

BRIAR HALL

Briar Hall LLC is a full-service private family office located in downtown Chicago, offering a flexible hybrid work environment. The company specializes in the administration of family trusts and operates as a regulated private trust company (PTC). With a commitment to compliance with fiduciary standards and legal requirements, Briar Hall serves as a key liaison between family members and internal teams, ensuring service excellence and integrity in all interactions. The firm values strong communication, organization, and a collaborative spirit among its employees.

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