Senior Trust Administrator
Senior Trust Administrator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
OVERVIEW OF THE COMPANY
This firm is a full-service private family office. We provide alternative investment management trust
services and integrated wealth management services to four generations of one of our founding families.
The office serves a broad range of family households across complex investment partnerships trusts and
foundations. This firm is a collaborative setting where employees share knowledge and actively participate
in projects and discussions across practice areas. The office offers a dynamic environment with
sophisticated technology numerous complex structures and many new initiatives that will make this
position interesting challenging and rewarding.
LOCATION
This position is located in downtown Chicago. This firm offer a flexible hybrid work environment with a
typical week being three days in the office and two days remote.
THE POSITION
The Senior Trust Administrator will support the administration of family trusts and the operations of a
regulated private trust company (PTC) ensuring compliance with fiduciary standards legal
requirements and internal policies. This role serves as a key liaison between both family members and
internal teams. The Senior Trust Administrator will report to the Vice President Trust Services.
Key responsibilities:
Lead specified trust and client relationships including oversight of the daily administration
needs
Draft or review discretionary distribution requests and annual account reviews in accordance
with the PTCs policies and procedures manual
Assist with the process of onboarding new trusts to the PTC
Assist with meetings of the PTC committees and individual family trustees by preparing meeting
materials and documenting and executing decisions
Assist with the implementation of trust administration processes and workflows
Collaborate with the accounting team on financial matters such as distribution calculations
income and principal allocations and cash management
Prepare annual long-term cashflow projections for family trusts
Partner with internal and external tax professionals to manage the trust tax compliance
process ensuring timely information gathering and accurate filings of tax returns
Assist with preparation and presentation of trust education content for beneficiaries and
internal team members
Special projects as necessaryECG RESOURCES INC.
Required Experience:
Senior IC
Employment Type
Full Time
