Trust Administrator

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

About the Department:

The role of Trust Administrator is with Invesco Trust Company ("ITC"). ITC exists to offer Invesco's investment strategies through collective investment trusts (CITs), a vehicle exclusive to the US retirement market. Our business is management and administration of CITs and institutional private placement funds, outsourcing critical middle and back-office functions to gain economies of scale and help maintain efficient operating expenses for our products.

About the role:

The role of Trust Administrator is to serve as subject matter expert regarding ITC products by providing support to internal and external stakeholders. The Trust Administrator will work directly with internal and external salespeople and third parties to service current and potential clients invested in ITC's collective investment trusts. The Trust Administrator will also be responsible for exploring process improvements in day-to-day work as well as elevating ITC's accomplishments within the firm.

Responsibilities of the Role:

• Serving as the liaison with field and home office distribution and 3rd parties, fielding inquiries, researching requests, and coordinating timely, appropriate responses regarding the product line, including qualification requirements, stable value education and problem resolution, directly and by managing a shared inbox.
• Updating and maintaining a stable value queue database with client data, including coordinating client activity with portfolio managers.
• Deploying exception reporting within client data universe and performing regular analysis to ensure integrity/preservation.
• Assisting the transfer agents with client on-boarding, account set up, data management and queries, including assuring all third party and client account contracts are received in good order.
• Working with our 3rd parties to create transparency between Invesco and vendors and ensure a positive client experience.
• Performing, documenting, and remediating regulatory account audits to ensure compliance with ITC Policy Manual and TDB regulations.
• Coordinating client communication for all regulatory fund changes and maintaining communication records.
• Exploring process improvement initiatives to enhance client support processes in partnership with peers in successful completion
• Elevating ITC within the firm by regularly communicating progress on key initiatives, recent wins, and available resources.
• Performing administrative tasks to assist the President of ITC.
• Supporting ITC team as needed and special projects as assigned.

Requirements of the Role:

• Bachelor's Degree with a focus in Finance, Business or related degrees.
• Working knowledge of investment products & services, securities processing, and information systems.
• 3 years’ experience in financial services or retirement services background.
• Excellent verbal and written communication skills.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.