Trust Administrator Specialist - Closing Unit

Arden Trust Company; Wilmington (DE); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Trust Administrator Specialist to provide vital support in managing trust accounts. This expert role requires extensive knowledge and the ability to work independently on complex projects while mentoring staff. The ideal candidate will excel in communication and organizational skills, ensuring client satisfaction through meticulous account administration. Join a forward-thinking company that values diversity and offers a comprehensive benefits package, including health, vision, dental, and 401(k). If you have a passion for trust services and a commitment to excellence, this opportunity is perfect for you.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

401(k) Plan

Qualifications

• 7+ years of Trust Administrator experience required.
• Bachelor's degree in business administration or related field.

Responsibilities

• Provide administrative support for the Closing Unit Trust Officer.
• Handle complex projects and mentor staff as needed.
• Maintain documentation for account monitoring.

Skills

Organizational Skills

Communication Skills

Microsoft Office Proficiency

Attention to Detail

Confidentiality

Education

Bachelor's Degree in Business Administration

Equivalent Experience

Tools

Trust Systems

Job description

Trust Administrator Specialist - Closing Unit

Join to apply for the Trust Administrator Specialist - Closing Unit role at Arden Trust Company.

Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology, and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.

Job Overview

Expert professional role requiring extensive knowledge of the business. Provide administrative and data entry support for the Closing Unit Trust Officer in support of Trust business objectives.

Essential Duties and Responsibilities

• Work independently on highly complex projects with extensive latitude for judgment.
• Mentor staff and serve as a role model, providing direction and training as needed.
• Communicate complex issues effectively to a broad audience.
• Handle highly visible, sensitive, and critical issues.
• Support the Closing Unit Trust Officer in administering closing trust accounts.
• Interact with financial partners and trust clients regularly.
• Assist with account administration to ensure client satisfaction.
• Perform daily account activities such as posting receipts, entering trade orders, raising cash, and handling inquiries.
• Research discrepancies, calculate fee-sharing data, and administer trust account systems.
• Maintain documentation for current and historical account monitoring.
• Undertake special projects and additional duties as assigned.

Knowledge, Skills, and Abilities

• Strong organizational and communication skills.
• Ability to multi-task and maintain confidentiality.
• Proficiency in Microsoft Office and trust system experience.
• Attention to detail and professionalism.

Qualifications

• Bachelor’s degree in business administration or related field, or equivalent experience.
• 7+ years of Trust Administrator experience.

Physical Demands

• Sitting for long periods, lifting up to 20 pounds, working in an office environment.

Additional Information

This role does not include supervisory responsibilities. Benefits include health, vision, dental, and 401(k). Internal applicants must meet specific service criteria. Arden Trust Company values diversity and equal opportunity in employment.