Trust Administrator

As a Trust Administrator at gpac, your main responsibilities include reviewing and understanding trust documents, assisting with personal trust administration according to these documents, coordinating tax returns with outside preparers, and analyzing common legal documents such as Wills and other estate planning paperwork. You will also triage new business inquiries, respond to customer complaints, and provide administrative support to ensure clients are well-informed about their financial journeys.

To qualify for the Trust Administrator position at gpac, candidates should have previous experience as a paralegal or in a related legal or financial services field. A strong ability to prioritize tasks, excellent written and verbal communication skills, and being detail-oriented are key attributes. While not mandatory, having a JD with estate planning experience is advantageous. Familiarity with Microsoft Office and a willingness to learn specific databases is also required.

In the Trust Administrator role at gpac, assisting with tax coordination involves working closely with tax preparers to ensure accurate tax return filings for trusts. You will gather relevant information, communicate timelines, and help facilitate reviews to ensure compliance with tax regulations. This coordination is essential for maintaining the financial integrity of the trusts you administer.

A Trust Administrator at gpac should be proficient with Microsoft Office Suite for document preparation and communication. Familiarity with financial databases, specifically FIS/Charlotte/Sungard, is also important as you will need to effectively manage trust accounts and client records. These technical skills enable you to operate efficiently and provide high-quality administrative support.

The day-to-day work for a Trust Administrator at gpac entails reviewing incoming trust documents, conducting account reviews, coordinating with external tax preparers, and answering client inquiries. You will actively manage new business inquiries, summarize accounts, and ensure that all documentation is accurate and compliant. Each day presents new challenges and opportunities to assist clients in understanding their trust needs.

To answer this question effectively, share specific examples of your previous roles where you reviewed or administered trust documents. Detail the types of trusts you worked with and how you ensured compliance with legal requirements.

Showcase your organizational skills by describing strategies you use to prioritize tasks, such as using checklists or project management tools. Illustrate with a scenario where your prioritization led to success in meeting deadlines or enhancing client satisfaction.

Focus on a specific challenge regarding client communication or an issue with trust administration. Explain how you approached the situation, maintaining professionalism, and what the outcome was, highlighting your problem-solving abilities.

Discuss your proficiency in Microsoft Office for documentation and any experience with specialized software. Mention how you analyze documents methodically and any tools that help streamline your workflow.

Provide examples of past experiences where you managed deadlines effectively. Highlight how you stay calm under pressure, delegate tasks if necessary, and communicate proactively with team members or clients.

Talk about your experience with various estate planning documents such as wills and powers of attorney. Share instances where your knowledge made a difference in your workflow or client outcomes.

Explain your meticulous attention to detail and the processes you follow to check your work. Highlight any systems or strategies you’ve developed to minimize errors and ensure client satisfaction.

Illustrate your understanding by discussing basic investment principles and how they apply to trust management, explaining how you would use this knowledge to benefit clients.

Detail your conflict resolution skills and explain the steps you would take to address a dispute, emphasizing your ability to communicate effectively with all parties involved to reach a resolution.

Share your passion for helping clients manage their trust and financial needs. Discuss how this motivation drives you to stay informed and continuously improve your skills in the role.