Loading...

Senior Trust Administrator

Blue Trust at a glance

SEC filings mentioning "Blue Trust": 76search EDGAR

Blue Trust

Blue Trust is seeking a Senior Trust Administrator to join our Alpharetta, Fulton County office. In this full-time role, you'll manage complex trust and estate accounts while partnering closely with our Trust Advisors to deliver exceptional client service in a dynamic, high-volume setting.

About the Role

As Senior Trust Administrator at Blue Trust, you'll take ownership of a portfolio of trust and estate accounts, ensuring meticulous administration from inception through distribution. You'll serve as a trusted liaison between clients, Trust Advisors, and external parties—synthesizing account agreements, beneficiary instructions, and governing documents into seamless operations. This role demands both technical precision and the judgment that comes from deep familiarity with fiduciary law and best practices.

Your Responsibilities

  • Manage daily administration of assigned trust and estate accounts, including account setup, beneficiary tracking, and account maintenance
  • Process trust distributions, income allocations, and tax-related transactions with accuracy and timeliness
  • Prepare and maintain trust statements, accounting records, and required filings
  • Coordinate with Trust Advisors on account strategy, client communications, and ongoing account needs
  • Ensure all fiduciary duties are met through consistent compliance with trust documents, state law, and internal policies
  • Respond to client inquiries and provide account documentation and status updates
  • Manage calendars, deadlines, and renewal requirements for multiple accounts

What You Bring

  • In-depth knowledge of estate planning documents, trust agreements, and account governance structures
  • Strong understanding of fiduciary responsibilities, duties, and legal obligations
  • Demonstrated ability to manage multiple accounts and priorities in a high-volume environment
  • Proficiency with trust administration software and financial systems
  • Excellent attention to detail and commitment to accuracy in documentation and record-keeping
  • Superior written and verbal communication skills for client-facing interactions
  • Professional demeanor and ability to build trust with clients and colleagues

About Blue Trust

Blue Trust serves families and individuals across the Southeast with comprehensive trust administration, wealth preservation strategies, and fiduciary expertise. Our Alpharetta office is at the heart of our commitment to personalized, professional trust management.

Next Steps

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

To apply for this job please visit www.adzuna.com.

Working in Alpharetta, Fulton County

Weather right now in Alpharetta, Fulton County: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind:

  • Elevation 347m (1,138 ft)

Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.

Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

Add application deadline to calendar

Keep exploring on Get A Job.ai

Not quite the right fit? Your next opportunity is a click away.

Hiring instead? Post a job and reach candidates searching right now.