Senior Delaware Trust Administrator

Evercore Wealth Management; Wilmington (DE); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonus

401(k) plan

Medical insurance

Paid time off

Job summary

Evercore Wealth Management in Wilmington, Delaware seeks an experienced Trust Administrator to oversee day-to-day administration of Delaware trusts and coordinate with Wealth & Fiduciary Advisors, investment professionals, clients, attorneys, and beneficiaries.

This role requires strong technical trust administration experience, fiduciary judgment, and meticulous documentation to ensure compliance with governing instruments, fiduciary standards, internal policies, and regulatory requirements.

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.
• JD, CTFA, or other relevant fiduciary, legal, tax, or trust designation preferred.

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

Delaware trusts

Fiduciary duties

Communication skills

Attention to detail

Team collaboration

Education

JD or CTFA designation

Tools

Microsoft Office

CRM software

Trust accounting software

Job description

Evercore Wealth Management in Wilmington, Delaware seeks an experienced Trust Administrator to oversee day-to-day administration of Delaware trusts and coordinate with Wealth & Fiduciary Advisors, investment professionals, clients, attorneys, and beneficiaries.

This role requires strong technical trust administration experience, fiduciary judgment, and meticulous documentation to ensure compliance with governing instruments, fiduciary standards, internal policies, and regulatory requirements.