Trust Administrator

Westport One; Wilmington (DE); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Westport One, a national fiduciary firm backed by a global asset manager, seeks a Trust Administrator in Wilmington. You will support senior trust officers, prepare trust summary sheets, process distributions, and address trust expenses while managing directed-trust directions.

The role emphasizes accuracy, follow-through, and prudent judgment; experience with SEI, Global Plus, Cannon Trust School, or CTFA is a plus. This is a career-step within a hybrid work setting.

Qualifications

• Real trust administration experience and ability to interpret a governing instrument.
• Experience with directed trusts will move you to the front of the line.
• SEI or Global Plus experience, and Cannon Trust School progress or a CTFA is a plus rather than a requirement.
• Must have accuracy, follow-through, and the judgment to flag a problem early.

Responsibilities

• Prepare trust summary sheets and discretionary action memorandums.
• Process beneficiary distributions and trust expenses.
• Cure cash overdrafts with the portfolio team.
• Coordinate with tax preparers for K-1s each spring.
• Follow directed-trust directions and funding of new accounts.
• Complete annual account reviews.

Skills

Trust administration

Governing instrument interpretation

Directed trusts

Education

CTFA (plus)

Tools

SEI

Global Plus

Cannon Trust School

Job description

If you can explain what a directed trust is without putting the room to sleep, you are already ahead of most applicants. If you administer them every day, you may be exactly who this team has been waiting for, because they have been looking for a while and they are a little tired of almost-right resumes.

Our client, a national fiduciary firm backed by a global asset manager, is seeking a Trust Administrator for its Wilmington office. This is the engine-room seat on a busy Delaware team whose book is mostly directed trusts. You will support senior trust officers and keep sophisticated relationships running the way they are supposed to run: preparing trust summary sheets and discretionary action memorandums, processing beneficiary distributions and trust expenses, curing cash overdrafts with the portfolio team, coordinating with tax preparers (which is a polite way of saying you will help herd K-1s every spring), following directed-trust directions, funding new accounts, and completing annual account reviews.

The office recently moved onto SEI, the work model is hybrid at two to three days a week in Wilmington, and the role is built as a genuine career step. Internally it sits on the relationship associate track, with trust officers who will actually teach you the business.

You have real trust administration experience and you can interpret a governing instrument without breaking a sweat. Experience with directed trusts will move you to the front of the line, as will time on SEI or Global Plus, and Cannon Trust School progress or a CTFA is a plus rather than a requirement. The team has hired for trajectory before, so if you are earlier in your career but properly trained in trust work, Delaware did basically invent a college minor for this, do not count yourself out. What matters most is accuracy, follow-through, and the judgment to flag a problem while it is still small. People who let overdrafts age like wine need not apply.

To learn more about our organization please visit us at www.westportone.com