Trust & Estates Administrator | Fiduciary Services

The Accredited Estate Planner; Wilmington (DE); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

The Accredited Estate Planner is seeking a Trust Administrator in Wilmington, DE. You will play a key role in managing trust accounts, working with clients and co-trustees to provide exceptional service. Ideal candidates will have relevant experience and strong communication skills.

The role requires managing day-to-day operations, overseeing administrative procedures, and developing client relationships to enhance services offered in the trust industry.

Generous benefits and a commitment to diversity and inclusion are part of our workplace culture.

Qualifications

• Relevant years of experience in the trust and estates industry.
• General understanding of fiduciary products and concepts.
• Proactive communication with clients.

Responsibilities

• Open estate or trust accounts with the Account Opening Group.
• Interpret governing instruments and communicate procedures.
• Analyze wills and trust documents for issues.
• Handle day-to-day account administration.
• Assist Trust Officer in managing beneficiary information.

Skills

Experience in the trust and estates industry

Client servicing skills

Communication skills

Teamwork

Education

Advanced degree such as JD or industry certification like CTFA

Job description

The Accredited Estate Planner is seeking a Trust Administrator in Wilmington, DE. You will play a key role in managing trust accounts, working with clients and co-trustees to provide exceptional service. Ideal candidates will have relevant experience and strong communication skills.

The role requires managing day-to-day operations, overseeing administrative procedures, and developing client relationships to enhance services offered in the trust industry.

Generous benefits and a commitment to diversity and inclusion are part of our workplace culture.