Trust Administrator — Client‑Focused Finance Pro

Commonwealth Trust Company; Wilmington (DE); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Career growth opportunities

Job summary

A financial services provider located in Wilmington, Delaware, is seeking a Human Resources Manager to manage Trust Administration. Candidates must have a BA or BS degree, ideally in Finance, and one to three years of experience in Trust Administration. Excellent communication and organizational skills are required, along with a passion for customer service. This full-time role involves responsibilities such as documentation management and client interactions within a collaborative environment.

Qualifications

• Minimum of one to three years of Trust Administration experience required.
• Cannon or ABA Trust school a plus.

Responsibilities

• Request, receive, evaluate, and organize required documentation for trusts.
• Initial entry of information for trusts into CRM and accounting systems.
• Handle opening bank and brokerage accounts for trusts.
• Draft and send beneficiary notices when required.

Skills

Excellent verbal and written communication

Strong organizational skills

Customer service

Experience with Microsoft Office Suite

Education

BA or BS from an accredited 4-year college/university

CTFA certification

Job description

A financial services provider located in Wilmington, Delaware, is seeking a Human Resources Manager to manage Trust Administration. Candidates must have a BA or BS degree, ideally in Finance, and one to three years of experience in Trust Administration. Excellent communication and organizational skills are required, along with a passion for customer service. This full-time role involves responsibilities such as documentation management and client interactions within a collaborative environment.