Wealth Management Solutions, Trust & Estates. Trust Administrator Vice President
On-site · Newark, Delaware, United States
Job Summary
Trust Administrator Vice President within the Global Trusts & Estates Practice responsible for opening estate or trust accounts, interpreting governing instruments and applicable law to ensure proper set-up of account records, communicating with beneficiaries and co-executors or co-trustees, and handling ongoing day-to-day administration. Collaborates with Tax Officers and trust counsel to resolve tax issues; maintains current information on beneficiaries; supports relationship management and development of client relationships; partners with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. Focus areas include estates, family trusts, charitable trusts, and specialized Delaware trusts, with involvement in pricing and closing of trust and estate services. Qualifications include a Bachelor’s degree and relevant experience in trust and estates; advanced degrees or professional certifications (e.g., JD, CTFA) are preferred.
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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