Wealth Management - Trust Administrator Albany, NY

Job Title: Trust Administrator Reports to: Wealth Management Assistant Vice President FLSA Status: Non-Exempt Salary Grade: NE18 Supervisory Responsibility: No SUMMARY: The Trust Administrator is responsible for maintaining and developing client accounts. Administers an account load for a group of Financial Service clients. Performs according to the Banku2019s core values to ensure optimum customer experience. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by the supervisor. + Maintains ongoing communication with assigned clients via telephone, email, and mail correspondence. + Responds to account inquires regarding statements, fees, income levels and cash needs. + Ensures compliance with regulations and Bank policies and procedures as they pertain to financial services activities. + Processes bills, evaluates cash balances, estimates taxes, and works with investment managers to raise capital for assigned client load. + Schedules client meetings to review account performance, answer questions, and update client information. + Processes account maintenance for all assigned clients. REQUIRED EDUCATION/EXPERIENCE: + A bacheloru2019s degree in accounting or finance or equivalent level of education and experience. + Effective verbal and written communication skills. + Well organized with the ability to manage multiple tasks and work to time sensitive deadlines. + Ability to work well independently and in groups. + Working knowledge with Microsoft Office Programs; Excel and Word. PREFERRED EDUCATION/EXPERIENCE: + Masteru2019s degree in business related field. POSITION TYPE/EXPECTED HOURS: This is a full-time position. Office hours Monday u2013 Friday 8:30am u2013 5:00pm. Evening and weekend work may be required as job duties demand. TRAVEL: Travel using personal vehicle, occasional overnight travel. Valid driveru2019s license required. LANGUAGE SKILLS: Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is largely sedentary role, requiring use of typical office equipment such as a computer, laptop and phone. Ability to communicate both in person and/or by telephone. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment. OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Trustco Bank is an equal opportunity. It is the policy of Trustco Bank to equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status. This includes, but is not limited to, the following: u2022 Hiring, placement, upgrading, transfer, demotion or promotion u2022 Recruitment, advertising or solicitation for employment u2022 Treatment during employment u2022 Rates of pay or other forms of compensation u2022 Selection for training, including apprenticeship u2022 Layoff or termination It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.

Created: 2025-10-23