Wealth Management Solutions, Trust & Estates, Trust Administrator Associate
On-site · Newark, Delaware, United States
Job Summary
Trust Administrator Associate within the Global Trusts & Estates Practice, supporting administration of estate and trust accounts under supervision of the Trust Officer. Responsibilities include proper setup of account records, communicating with beneficiaries and co-trustees, day-to-day account administration, coordinating tax and fiduciary duties with tax officers and trust counsel, maintaining beneficiary information, developing client relationships, and collaborating with Wealth Advisors, Bankers, Investors, and other Trust Officers to grow the trust and estate business. Requires a Bachelor’s degree and relevant experience in trust and estates; role emphasizes risk management, client service, and professional development.
Required Qualifications
- Bachelor’s degree required
- Relevant years of experience in the trust and estates industry
- Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
- Client Servicing – client knowledge, client relationships, proactive communication
- Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training
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