The Forge Companies · 1 day ago
Trust Administrator
Brentwood, TN
Full-time
Hybrid
New Grad, Entry LevelThe Forge Companies is seeking a Trust Administrator to support a Trust Officer in the administration of trust accounts, focusing on Special Needs Trusts and Settlement Protection Trusts. The role involves providing administrative support, client assistance, account management, compliance, and collaboration with internal and external partners.
ConsultingFinancial ServicesWealth Management
Responsibilities
Provide day-to-day support to the Trust Officer, ensuring that all tasks and responsibilities are handled in a timely and efficient manner
Assist with completing documents and forms for trust administration including account opening, ongoing trust administration, and account closing in accordance with internal policies and regulatory requirements
Assist with scheduling meetings, maintaining account records, and managing correspondence related to account administration
Assist with tasks related to special assets including real estate purchases, sales, and inspections and ensure proper documentation of special assets
Assist with coordination of fiduciary tax filings
Assist with budget and distribution tracking
Open and adaptable to ad-hoc research requests and special projects, with a hands-on approach to address unique client circumstances in partnership with internal teams
Serve as a back-up point of contact for the Trust Officer
Provide support to clients, families, and beneficiaries, ensuring that communication is clear, patient, and compassionate
Initiate, verify, and process bill payments, disbursements, and other trust-related transactions in accordance with established procedures and approval protocols
Maintain detailed records for accounts by reviewing records and system information to ensure accurate reporting
Review Trust documents to assist the Trust Officer with account administration
Monitor account cash balances and distributions to ensure proper administration
Assist with processing transactions related to the accounts, including disbursements, movement of funds, and account maintenance requests
Assist the Trust Officer with completing initial and annual account reviews
Prepare periodic reports for clients, beneficiaries, and regulatory bodies
Work with internal and external partners, accountants, legal professionals, and care managers
Participate in ongoing education and training related to trust administration
Qualification
Required
Associate or bachelor's degree or equivalent experience
Strong communication and interpersonal skills, with a particular focus on empathetic, clear communication
Strong attention to detail and accuracy
Ability to handle sensitive situations with discretion and care
Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines
Ability to work independently while also being a contributing member of a team
Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint)
Preferred
Experience in trust administration, with a focus on Special Needs Trusts or Settlement Protection Trusts
Experience in a related field such as social work, education, non-profit, or financial
Special needs background including education or advocacy
Company
The Forge Companies
The Forge Companies specialize in providing advice for wealth management and financial services.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Spooner Phillips IV
Chief Executive Officer
Recent News
2025-11-04
2025-03-03
2024-12-18
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