Trust Administrator (UHNW) – Global Wealth Planning

AlTi Tiedemann Global; Wilmington (DE); On-site; USD 60,000 - 90,000; Full time

Job summary

AlTi Tiedemann Global in Wilmington, DE is seeking a Trust Administrator to support Trust Officers in daily administration for UHNW clients. You will collaborate with the Trust Tax, Operations and Client Service teams to deliver cohesive client experiences and maintain accurate trust records.

Join a growing global firm where attention to detail, strong communication, and analytical skills are essential. Prior Delaware trust experience is preferred; proficiency in Excel, PowerPoint, Word and CRM

Qualifications

• Bachelor’s degree
• Six months to two years of related experience and/or training
• 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

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

Skills

Attention to detail

Communication

Teamwork

Problem solving

Analytical skills

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Word

CRM

Salesforce

Job description

AlTi Tiedemann Global in Wilmington, DE is seeking a Trust Administrator to support Trust Officers in daily administration for UHNW clients. You will collaborate with the Trust Tax, Operations and Client Service teams to deliver cohesive client experiences and maintain accurate trust records.

Join a growing global firm where attention to detail, strong communication, and analytical skills are essential. Prior Delaware trust experience is preferred; proficiency in Excel, PowerPoint, Word and CRM