Junior Trust Administrator

DLP Capital; Tennessee; Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Unlimited PTO

Health/dental/vision/life insurance

401(k) matching

Parental leave

Adoption services reimbursement

Volunteer Time Off

Job summary

DLP Capital is looking for a Junior Trust Administrator to support high-quality fiduciary services for high-net-worth clients. This role assists with the administration of complex trust relationships and requires a bachelor’s degree in finance or a related field, along with 2+ years of relevant experience.

The successful candidate will ensure accurate processing of account activities and must exhibit exceptional attention to detail. Benefits include unlimited PTO, health, and 401(k) matching.

Qualifications

• 2+ years of experience in trust administration or related financial services environment.
• Foundational understanding of fiduciary principles and financial documentation.
• Exceptional attention to detail in documentation and processing.

Responsibilities

• Assist with onboarding, maintenance, and closing of trust accounts.
• Support administration of complex fiduciary accounts.
• Prepare and process account activities with high accuracy.
• Provide attentive support to clients and internal partners.
• Maintain organized and audit-ready records.

Skills

Attention to detail

Client service orientation

Effective communication

Organizational skills

Education

Bachelor’s degree in finance, accounting, business, economics, legal studies, or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint or Canva

Job description

The Junior Trust Administrator plays an important supporting role in the delivery of high-quality fiduciary services for high-net-worth and ultra-high-net-worth clients. Working under the guidance of senior trust professionals, this position assists with the day-to-day administration of complex trust relationships, helping to ensure account activity is processed accurately, records and documentation are maintained to the highest standards, and client and beneficiary needs are addressed with discretion, responsiveness, and professionalism. The successful candidate must have a willingness to learn, ask thoughtful questions, and develop technical knowledge in fiduciary administration and private wealth services to continue to develop in this position. The role requires close coordination with trust officers, investment professionals, attorneys, accountants, tax advisors, and operations teams to support the seamless execution of distributions, account maintenance, compliance requirements, and other administrative matters. Success in this position depends on being a self-starter, strong attention to detail, sound judgment, a service-oriented mindset, and a commitment to safeguarding confidential financial and family information while upholding fiduciary standards, internal controls, and regulatory obligations. Preference will be given to candidates located within the southeastern United States. Travel may be required periodically to support Extraordinary Trust operations, client needs, and future office expansion initiatives.

What you have already achieved (Requirements)

• Bachelor’s degree in finance, accounting, business, economics, legal studies, or a related field, or equivalent relevant experience.
• 2+ years of experience in trust administration, private wealth management, banking, family office support, estate administration, or a related financial services environment.
• Foundational understanding of fiduciary principles, trust structures, wealth transfer concepts, and financial or legal documentation.
• Exposure to high-net-worth or ultra-high-net-worth client service, trust accounting, estate settlement, family office administration, or fiduciary operations.
• Familiarity with trust accounting or wealth management platforms, document management systems, and secure recordkeeping practices.
• Knowledge of basic tax reporting concepts related to trusts, estates, or fiduciary accounts.
• Exceptional attention to detail in documentation, transaction processing, and recordkeeping.
• Discretion, professionalism, and sound judgment when handling confidential financial and family information.
• Strong client service orientation with the ability to provide responsive, polished support in a relationship-driven environment.
• Ability to coordinate effectively across internal teams and external advisors to support bespoke client solutions.
• Strong organizational and follow-through skills, with the ability to manage multiple deadlines and priorities.
• Demonstrated attention to detail and ability to manage sensitive client information with the highest level of confidentiality and professionalism.
• Strong organizational skills and ability to manage multiple priorities in a service-oriented, deadline-sensitive environment.
• Proficiency with Microsoft Office, especially Excel, Word, and Outlook. A proficiency in PowerPoint or Canva for creation of client presentations and diagrams is preferred.
• Strong written and verbal communication skills, with the ability to interact professionally with affluent clients and their advisors.
• Ability to work independently and remain productive in a remote work environment, supported by a reliable internet connection and a dedicated, professional workspace.

What you are great at (Responsibilities)

• Assist with the onboarding, maintenance, and closing of trust accounts for high-net-worth and ultra-high-net-worth clients, ensuring documentation is complete and accurately maintained.
• Support the administration of complex fiduciary accounts, including irrevocable and revocable trusts, special purpose trusts, and related private wealth structures, under the supervision of senior team members.
• Prepare and process account activities such as distributions, capital calls, fee payments, cash transfers, and account maintenance requests with a high degree of accuracy and discretion.
• Review trust documents, account instructions, and related materials to help ensure transactions are aligned with fiduciary requirements, client objectives, and internal policies.
• Provide attentive, high-touch support to clients, beneficiaries, family advisors, attorneys, accountants, and internal partners, escalating complex matters as appropriate.
• Coordinate closely with trust officers, investment professionals, tax specialists, legal counsel, and operations teams to support the delivery of integrated fiduciary services.
• Track key deadlines related to discretionary and mandatory distributions, account reviews, notices, tax documentation, and other trust administration requirements.
• Maintain complete, organized, and audit-ready records for client accounts, communications, approvals, and supporting documentation.
• Support compliance, risk-management, and know-your-client documentation processes in accordance with internal standards and regulatory obligations.
• Identify service, documentation, or transaction issues promptly and elevate to senior trust professionals to help protect client interests and fiduciary integrity.

Benefits and Perks

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.

Equal Opportunity Employer

DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at [e-mail]. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.