Trust Administration Specialist

The u200bTrust Administration Specialistu200b is primarily responsible for managing account administration processes in addition to having direct involvement, which includes account opening, closing and other matters as applicable. Direct contact with clients, beneficiaries, centers of influence and other internal departments and external vendors parties is required. In this role you will participate in other assigned projects and duties for the team, as needed, including serving as an administrator Subject Matter Expert in department initiatives as needed/requested. DUTIES & RESPONSIBILITIES: + Must effectively prioritize workflow and multiple priorities from trust officers based on client needs . + Work in a team environment and a dopt to trust work pro cess and practice changes and efficiencies as needed + A dheres to all external Office of the Comptroller of the Currency ( OCC ) regulatory requirements and internal standards, guidelines, policies and procedures . + P rimary s upport responsibility for certain account duties such as e xecuting daily transactions, reviewing legal documents, monitoring discretionary distributions, assisting with account reviews, monitoring of required correspondence, notices and other items with critical dates such a s tax deadlines. + Interacts directly with clients and beneficiaries regarding account specific needs , as well as internal and external contacts including wealth advisors, financial representatives, attorneys, CPAs and other professionals. + Execute proper account set up and closing and monitor proper trust accounting entries and tax coding of income and disbursements including discretionary distributions, and other accounting and reconciliation matters. This role is responsible for providing high-quality service to clients (and Financial Associates) and developing new relationships to promote the growth and profitability of Thrivent Trust. This role also includes coordination with external partners (Attorneys, CPAs), and internal support partners (Compliance, Investments, and Front Office) to ensure accurate , timely and efficient administration and to manage risk. QUALIFICATIONS & SKILLS: Required: + Associateu2019s degree in business or related field . + Minimum of 3 years banking, trust administration and/or estate settlement experience in a bank, law firm or trust department environment or related financial experience . + Ability to be an effective team player across multiple affiliates/departments + Detail oriented problem - solver who effectively prioritizes workflow and multiple priorities . + Ability to understand and work productively within a team environment and be able to adapt to a fluid environment . + Demonstrated goal-oriented self-starter who can work independently with minimal supervision. + Strong written and oral communication skills + Proficie nt in Microsoft office Preferred: u200b + Bacheloru2019s degree in business, or related field. + Advanced training in trust operations, administration or related fields, Certified Trust and Fiduciary Advisor (CTFA) or Certified Securities Operations Professional (CSOP) designations desirable. + Demonstrated knowledge or experience with trust accounting or trust accounting systems. Pay Transparency Thriventu2019s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $26.53 - $35.90 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thriventu2019s plans/policies are subject to change at any time at Thriventu2019s discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to or call 800-847-4836 and request Human Resources. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all theyu2019ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want todayu2014and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, itu2019s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If youu2019re intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You wonu2019t just build a career; youu2019ll be part of an organization focused on growing, innovating, and serving.

Created: 2026-02-24