Delaware Trust Administrator – Wealth Management

Evercore Inc.; New York (NY); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

401(k) Retirement Plan

Life and disability insurance

Well-being resources

Paid holidays

Job summary

Evercore Inc. is seeking a skilled Trust Administrator to join our Wilmington, Delaware office with a primary focus on Delaware trusts.

You will support day-to-day trust administration, coordinate with Wealth & Fiduciary Advisors, investment professionals, clients, attorneys, and beneficiaries to ensure compliant, accurate fiduciary handling. The role emphasizes strong fiduciary judgment, exceptional communication, meticulous documentation, and the ability to balance client service with

Qualifications

• Minimum of 5–7 years of trust administration experience with a trust company, bank, law firm, family office, or financial institution preferred.
• Experience administering Delaware trusts strongly preferred.
• Strong knowledge of trust administration principles, fiduciary duties, distribution standards, beneficiary communications, fiduciary documentation, and trust accounting concepts.

Responsibilities

• Administer assigned trust relationships in accordance with governing instruments, applicable law, fiduciary standards, internal policies, and regulatory requirements.
• Serve as a primary day-to-day administrative contact for assigned relationships, coordinating with clients, beneficiaries, Wealth & Fiduciary Advisors, investment professionals, attorneys, accountants, co-fiduciaries, trust protectors, distribution advisors, and other relevant parties.
• Partner with Wealth & Fiduciary Advisors and other internal professionals to deliver coordinated fiduciary administration and client service.
• Review and interpret trust agreements and related documents to identify administrative requirements, fiduciary powers, distribution standards, beneficiary rights, notice obligations, directed trust provisions, trust protector provisions, and other relevant terms.

Skills

Trust administration

Fiduciary judgment

Communication skills

MS Office proficiency

Attention to detail

Client-service orientation

Education

JD/CTFA designation

Tools

Microsoft Office

Job description

Evercore Inc. is seeking a skilled Trust Administrator to join our Wilmington, Delaware office with a primary focus on Delaware trusts.

You will support day-to-day trust administration, coordinate with Wealth & Fiduciary Advisors, investment professionals, clients, attorneys, and beneficiaries to ensure compliant, accurate fiduciary handling. The role emphasizes strong fiduciary judgment, exceptional communication, meticulous documentation, and the ability to balance client service with