Job Description

Our client is a growing and reputable non-profit in Pinellas, and we are seeking a detail-oriented and highly organized Trust Administrator to oversee the administration and operations of all managed trusts, on behalf of assigned beneficiaries. This role ensures that all trust activities comply with legal, financial, and organizational compliance standards while maintaining strong relationships with beneficiaries, fund managers, affiliate partners, and internal stakeholders.

• Serve as the primary point of contact for trust-related inquiries from donors, beneficiaries, and auditors.
• Administer and manage charitable trusts, endowments, and restricted funds in accordance with governing documents and applicable laws.
• Coordinate trust distributions, reporting, and compliance with donor intent.
• Maintain accurate records of trust transactions and prepare financial statements and reports for internal and external stakeholders.
• Liaise with legal, finance, and program teams to ensure proper handling of trust assets.
• Monitor investment performance and collaborate with financial advisors to align with organizational goals.

• Minimum of 3-5 years of experience in trust administration, estate planning, financial services, or non-profit fund management.
• Excellent organizational skills and attention to detail.
• Proficiency in financial software and Microsoft Office Suite.
• Strong interpersonal and communication skills with a commitment to donor stewardship and confidentiality.
• Available for occasional travel, up to 25%

Hours: 8am to 4:30pm, Monday to Friday with flexibility as needed

Location: Clearwater, FL 33759 - Hybrid schedule

Benefits: Medical, dental, vision, STD/LTD, 401(k) with match, PTO, holiday pay, and more!

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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