Senior Hybrid Trust Administrator for HNW Clients

Fiduciary Trust International; Wilmington (DE); Híbrido; USD 75.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

401(k) match

Comprehensive benefits

Paid time off

Employee stock program

Learning resources

Descripción de la vacante

Fiduciary Trust International in Wilmington, DE seeks an experienced Trust Administrator to support our market team in trust administration and client service. This hybrid role requires two to three days in office to collaborate with colleagues and clients.

The role emphasizes managing cash, distributions, and trust accounting, with a focus on high-net-worth clients and complex estates. Excellent communication and confidentiality are essential.

Formación

• 4+ years of trust experience required.
• Understanding of investments, trusts, and estates.
• Strong verbal and written communication skills.
• Detail-oriented with the ability to multi-task and meet deadlines.
• Team-oriented with strong organizational skills and client focus.
• Ability to maintain confidentiality of client information.

Responsabilidades

• Manage cash balances and coordinate with Portfolio Manager to cure overdrafts.
• Ensure trust summary data is accurate and up to date.
• Prepare Discretionary Action Memorandums and arrange beneficiary distributions.
• Arrange timely payment of trust expenses and tax documents.
• Support Trust Officers on client service matters.

Conocimientos

Trust experience

Investments and estates

Oral and written communication

Detail-oriented

Organizational skills

Interpersonal skills

Confidentiality

Client service excellence

Educación

Progress toward Trust school

Herramientas

SEI / Global Plus

Descripción del empleo

Fiduciary Trust International in Wilmington, DE seeks an experienced Trust Administrator to support our market team in trust administration and client service. This hybrid role requires two to three days in office to collaborate with colleagues and clients.

The role emphasizes managing cash, distributions, and trust accounting, with a focus on high-net-worth clients and complex estates. Excellent communication and confidentiality are essential.