Trust Fiduciary Support Admin

Description

Our client is seeking a Trust Operations/Administrative professional to support a growing trust company and assist with a variety of operational projects and business initiatives. The role will focus on project support, operational coordination, system transition activities, data validation, field mapping between systems, and general administrative support.

Key responsibilities include comparing information between systems, validating data integrity, identifying missing fields during system migration efforts, performing data entry, supporting trust-related operational processes, and assisting with ongoing business initiatives. The individual will work closely with internal teams and help manage transition-related activities while maintaining accuracy and organization.

The ideal candidate will bring a combination of financial services exposure, strong organizational skills, and comfort with business technology tools. Trust and fiduciary experience is preferred but may be waived for a strong candidate with applicable financial services experience and strong foundational skills.

Position Overview

We are looking for an individual to assist in the management of the 2026 tax preparation cycle as well as various other trust bank related projects. Project support will entail data management, Salesforce related and other workflow process development and partnering closely with other organizational teams and project management staff. Experience working with trusts or corporate trustees, along with a general understanding of fiduciary accounting principles are beneficial.

Key Responsibilities

• Act as liaison between the Trust Company and outside tax accountants/firms to provide client tax information in a timely manner.

• Review and process various completed tax returns for final inspection by Trust Officers; route returns to appropriate destinations as directed by tax database and Trust Officer.

• Monitor and coordinate multiple tax, accounting, and data management systems for information requests and other correspondence

• Monitor deadlines and assist in ensuring timely completion of tax filings and related deliverables.

• Provide general administrative and operational support to the trust and fiduciary services team.

• Coordinate with various project teams, management, and other stakeholders to deliver on project objectives

Skills

Financial Services, Wealth Management, investments, taxes, trust services, Excel, Microsoft, technology proficient, data entry, data validation, system administrator, operational support systems, tax, trust administration, Administration, estate planning, law, legal, fiduciary, bank trust, corporate trustee

Top Skills Details

Financial Services,Wealth Management,investments,taxes,trust services,Excel,Microsoft,technology proficient,data entry,data validation,system administrator,operational support systems,tax,trust administration,Administration

Additional Skills & Qualifications

• Minimum education requirement: High school diploma.

• Associate's degree, current college enrollment, or completed bachelor's degree preferred.

• Candidates with older educational credentials remain eligible depending on their recent work experience and demonstrated skill set.

• Minimum 1-2 years of relevant industry experience considered acceptable.

• Strong attention to detail required due to data validation and system-mapping responsibilities.

• Ability to learn and navigate multiple business systems.

• Comfortable performing both project-related work and administrative support tasks.

• Strong communication and interpersonal skills.

• Ability to work independently while collaborating with a small team environment.

• Flexibility to support changing priorities and business needs.

• Availability to work onsite when required.

• Candidates with experience in trusts, estate administration, fiduciary services, taxation, wealth management, financial operations, or related financial services functions are particularly desirable.

Qualifications, Skills, and Abilities

• Strong attention to detail and ability to manage multiple priorities and deadlines.

• Proficiency with Microsoft Office applications, particularly Excel.

• Strong analytical, organizational, and problem-solving skills.

• Effective written and verbal communication skills.

• Ability to work independently while collaborating effectively with team members.

• Knowledge of trust and fiduciary accounting concepts preferred.

• Experience working for a trust department, corporate trustee, or related organization is a plus.

• Bachelors degree in accounting, finance, or equivalent experience a plus

Experience Level

Intermediate Level

Job Type & Location

This is a Contract to Hire position based out of Saint Paul, MN.

Pay and Benefits

The pay range for this position is $25.00 - $34.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

This is a Contract to Hire position based out of Saint Paul, MN.

Application Deadline

This position is anticipated to close on Nov 20, 2026.

Workplace Type

This is a hybrid position in Saint Paul,MN.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.