Senior Fiduciary Trust Administrator

Wilmington Trust; New York (NY); On-site; USD 76,000 - 127,000; Full time

Job summary

Wilmington Trust in New York, NY seeks a Trust Administrator to support the administration of Delaware directed and discretionary trusts, and related fiduciary relationships, delivering precise service.

You will work with Trust Officers to manage accounts, onboarding, distributions, and documentation, while staying current on fiduciary regulations and industry practices, building strong client relationships.

Qualifications

• Bachelor's degree or equivalent experience.
• Excellent written and verbal communication skills.
• Proven organizational and client service skills.

Responsibilities

• Partner with Trust Officers to administer a portfolio of trust relationships, ensuring accounts are managed in accordance with governing documents, fiduciary standards, and regulatory requirements.
• Serve as a primary point of contact for clients, beneficiaries, attorneys, accountants, and other trusted advisors, delivering responsive and personalized service.
• Support the administration of Delaware directed and discretionary trusts, including account maintenance, distributions, trust reviews, and documentation.
• Assist with trusts holding closely held business interests and other complex assets.
• Review and interpret trust agreements, wills, settlement agreements, modifications, and other fiduciary documents.
• Coordinate client requests and collaborate with internal partners across investments, tax, legal, compliance, and operations to deliver seamless service.
• Assist with new account onboarding, trust funding, beneficiary updates, fee arrangements, account coding, and account closures.
• Monitor account activity and identify matters requiring escalation or additional review.
• Maintain accurate account records and documentation while leveraging technology and operational resources to support efficient administration.
• Prepare client materials, account reviews, and business presentations as needed.
• Stay current on fiduciary regulations, trust and estate administration practices, and industry developments.

Skills

Excellent communication

Strong organizational skills

Attention to detail

Client service

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Job description

Wilmington Trust in New York, NY seeks a Trust Administrator to support the administration of Delaware directed and discretionary trusts, and related fiduciary relationships, delivering precise service.

You will work with Trust Officers to manage accounts, onboarding, distributions, and documentation, while staying current on fiduciary regulations and industry practices, building strong client relationships.