Directed Trust Administrator — Hybrid, Career-Track Role

Westport One; Wilmington (DE); Hybrid; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

Westport One, a national fiduciary firm backed by a global asset manager, seeks a Trust Administrator in Wilmington. You will support senior trust officers, prepare trust summary sheets, process distributions, and address trust expenses while managing directed-trust directions.

The role emphasizes accuracy, follow-through, and prudent judgment; experience with SEI, Global Plus, Cannon Trust School, or CTFA is a plus. This is a career-step within a hybrid work setting.

Qualifikationen

• Real trust administration experience and ability to interpret a governing instrument.
• Experience with directed trusts will move you to the front of the line.
• SEI or Global Plus experience, and Cannon Trust School progress or a CTFA is a plus rather than a requirement.
• Must have accuracy, follow-through, and the judgment to flag a problem early.

Aufgaben

• Prepare trust summary sheets and discretionary action memorandums.
• Process beneficiary distributions and trust expenses.
• Cure cash overdrafts with the portfolio team.
• Coordinate with tax preparers for K-1s each spring.
• Follow directed-trust directions and funding of new accounts.
• Complete annual account reviews.

Kenntnisse

Trust administration

Governing instrument interpretation

Directed trusts

Ausbildung

CTFA (plus)

Tools

SEI

Global Plus

Cannon Trust School

Jobbeschreibung

Westport One, a national fiduciary firm backed by a global asset manager, seeks a Trust Administrator in Wilmington. You will support senior trust officers, prepare trust summary sheets, process distributions, and address trust expenses while managing directed-trust directions.

The role emphasizes accuracy, follow-through, and prudent judgment; experience with SEI, Global Plus, Cannon Trust School, or CTFA is a plus. This is a career-step within a hybrid work setting.