The Estate/Trust Administrator (TA) position provides administrative support to trust officers directly responsible for the estate, trust, POA and agency accounts. The TA will have some direct contact with estate and trust clients as well as their beneficiaries.
This is a professional career that will progress in level of responsibility and increased complexity as experience is gained. It can be a lifelong career or it can be part of a component within a career progression plan leading to a position as a trust officer or trust manager. Salary will generally increase with the level of responsibility.
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Below are the courses and credentials required and/or recommended for this career.