Private Wealth Trust Administrator I

Wilmington Trust; Wilmington (DE); On-site; USD 32,000 - 52,000; Full time

Job summary

M&T Bank in Wilmington, Delaware seeks an administrative professional to support Global Capital Markets trust and high-net-worth client servicing. You will coordinate routine transactions, maintain client contact, and assist with account setup and discretionary distributions and trust terminations.

Working under supervision, you will liaise with internal partners, manage transactions, and help ensure adherence to risk and regulatory standards while delivering reliable client service.

Qualifications

• Combined minimum of 3 years higher education and/or work experience.
• Demonstrated focus on customer service and satisfaction.
• Demonstrated verbal and written communication skills.

Responsibilities

• Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
• Assist account representative(s) in revenue-generating activities by providing appropriate recommendations and preparing documents for meetings. Manage daily implementation of client strategies as required.
• Foster client relationships with assigned client base, serving as point of contact for the client; make recommendations for services to correct and/or enhance the client experience. Resolve problems and respond to client requests in a timely manner.
• Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources.

Skills

Customer service

Communication skills

Software proficiency

Teamwork

Education

Bachelor’s degree focused on Finance, Business, Economics and Accounting

Working towards CCTS certification

Job description

M&T Bank in Wilmington, Delaware seeks an administrative professional to support Global Capital Markets trust and high-net-worth client servicing. You will coordinate routine transactions, maintain client contact, and assist with account setup and discretionary distributions and trust terminations.

Working under supervision, you will liaise with internal partners, manage transactions, and help ensure adherence to risk and regulatory standards while delivering reliable client service.