Trust Administrator

AlTi Tiedemann Global; Wilmington (DE); On-site; USD 65,000 - 90,000; Full time

Job summary

AlTi Tiedemann Global in Wilmington, DE seeks a Trust Administrator to support Trust Officers in UHNW trust administration and coordinate with Tax, Operations and Client Service for a cohesive client experience.

You will open new trust accounts, manage fundings and daily transactions, review ledgers, and ensure all paperwork is complete while maintaining strong client service.

Proficiency with Excel, PowerPoint and Word is required; Delaware trust experience is preferred.

Qualifications

• Bachelor’s degree required.
• 1 year or less experience; 6 months to 2 years of related experience.
• Strong desire for advancement and growth.
• Knowledge of personal trust, IRAs, and estates.
• Excellent written and verbal communication skills.
• Superior analytical and organization skills.
• Problem solving and decision-making abilities.
• Ability to prioritize tasks and a high attention to detail.
• Ability to work within a team environment while also being a self-starter.
• High proficiency with Microsoft Excel, PowerPoint, and Word.
• Delaware Trust experience preferred.

Responsibilities

• Support the Trust Officer in administering UHNW trust accounts.
• Assist the Trust Officer with daily trust administration tasks.
• Open new trust accounts with Client Service and Investment teams.
• Handle fundings, closings, and daily transactions.
• Interact with custodians to ensure paperwork is complete.
• Review principal and income ledgers weekly for overdrafts and proper accounting.
• Utilize Salesforce to monitor trust activity and liquidity needs.
• Obtain appropriate documentation and keep client accounts up to date.
• Support the Trust Officer with compliance and audit requests.
• Provide superior customer service for accounts under administration.
• Engage and partner with all internal groups as business needs arise.

Skills

Communication skills

Analytical skills

Organization skills

Problem solving

Decision making

Team collaboration

Self-starter

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Trust Administrator

Department: Trust and Wealth Planning

Employment Type: Full Time

Location: Wilmington

Description

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

AlTi is seeking a Trust Administrator to join our Firm. The Trust Administrator is responsible for supporting our Trust Officers in the daily trust administration for our ultra-high net-worth (“UHNW”) clients. The Trust Administrator will also partner with the Trust Tax, Operations, and Client Service Teams to provide a cohesive client experience.

Key Responsibilities

• Support the Trust Officer in providing administration of personal trust accounts for UHNW clients
• Support the Trust Officer with daily trust administration responsibilities
• Work with the Trust Officer, Client Service, and Investment Advisor Teams to open new trust accounts
• Work with the Trust Officer on account fundings, closings, and daily transactions
• Interact with financial custodians to ensure accounts are properly established and have all necessary paperwork
• Review principal and income ledgers weekly for overdrafts and appropriate trust accounting
• Utilize internal systems, including Salesforce to monitor trust activity and anticipate liquidity needs
• Obtain appropriate documentation and ensure client accounts are up to date
• Support the Trust Officer with compliance and audit requests
• Provide superior customer service for accounts under administration
• Engage and partner with all internal groups as business needs arise

Qualifications

• Bachelor’s degree
• Six months to two years of related experience and/or training
• Strong desire for advancement and growth
• Knowledge of personal trust, IRAs, and estates
• Excellent written and verbal communication skills
• Superior analytical skills and organization skills
• Demonstrates problem solving and decision-making skills
• Ability to prioritize takes and a high attention to detail
• Ability to work within a team environment while also being a self-starter
• High proficiency with Microsoft Excel, PowerPoint, and Word (performance reporting, data/transaction aggregation, data analytics, and CRM)
• Delaware Trust experience preferred