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Estate & Trust Administrator
101 W 36th Ave Anchorage, AK 99503 US
Job Description
Opening: Estate & Trust Administrator
Location: Anchorage, AK
Pay: $89,000 - $118,000 PY
COMPANY INFO:
Opti Staffing is exited to partner with Anchorage’s leading financial institution offering comprehensive wealth management services. They have shown they are are committed to building lasting relationships with our clients and delivering exceptional fiduciary solutions in Alaska.
WHAT YOU’LL DO:
- Develop and maintain trust business relationships, including regular interactions with clients, attorneys, and beneficiaries.
- Administer complex trust and fiduciary accounts, ensuring compliance with applicable regulations and legal standards.
- Drive business development by identifying opportunities, cultivating referral networks, and representing the organization in community events.
- Prepare and deliver trust presentations, proposals, and financial reports.
- Coordinate tax planning and preparation for fiduciary accounts.
- Support the development of policies, procedures, and business strategies for the wealth management division.
- Collaborate with internal teams to meet client needs and achieve organizational goals.
- Supervise staff, providing training, guidance, and performance management as needed.
REQUIREMENTS:
- Bachelor’s degree in business, economics, accounting, or finance (required); advanced trust officer experience (6+ years preferred).
- Strong understanding of fiduciary principles, legal terminology, and trust account management.
- Proven client relationship management and business development skills.
- Advanced proficiency in word processing, spreadsheets, and presentation software.
- Exceptional communication, analytical, and problem-solving abilities.
- Preferred: Law degree, professional trust certification, or supervisory experience.
BENEFITS:
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision coverage.
- Generous retirement plan with employer contributions.
- Paid time off and holidays.
- Opportunities for professional development and growth.
- Collaborative and supportive work environment.
NEXT STEPS:
Just hit the “Apply” button above and you’re half-way home!
Or, send your resume to [email protected] or call 907-222-7009 and we’ll set up a time to meet!
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Opti Staffing Group is a locally owned and operated full-service staffing agency that boasts continual growth and innovation. We have six offices located throughout the Pacific Northwest in Alaska, Washington, and Oregon. Our focus is on long-term career placement.
Opti is the recruiting partner for some of the country’s leading companies—offering hiring solutions you can’t find anywhere else.
Our recruiters will take the time to get to know you, understand what you’re looking for in a job and then present job opportunities that are a good fit for your skills and experience.
Meet Your Recruiter
Crystal Belk
Executive Recruiter
I was born and raised in Alaska and am a mom to 1. We love camping and anything to do with water! I am closing in on my 1-year anniversary with Opti where I started as a receptionist and was promoted to Executive recruiter. Finding candidates their most ideal career match while assisting companies to hire the candidates they need has been so fulfilling and I am so thankful to have found a career that allows me to help my community.