Trust & Fiduciary Services Associate – Hybrid (DE)

Pitcairn; Wilmington (DE); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Pitcairn invites a detail-oriented Client Service Associate & Trust Administrator to join its Fiduciary Services team in Wilmington, DE. You will be the primary contact for client relationships, supporting onboarding, trust administration, and coordination with Legal, Tax, and Operations to ensure a high-touch experience.

The role requires coordinating account paperwork, distributions, and trust-related activities, with a hybrid schedule (three days in the office, two remote days per week).

Qualifications

• Bachelor’s degree preferred; 3+ years in administrative or client service in financial services/trust.
• Experience with trust operations or fiduciary services is strongly preferred.
• Proficient with MS Word, Excel, PowerPoint, Outlook, and SharePoint; CRM and trust accounting systems desirable.
• Experience with financial services platforms and trust accounting systems (e.g., OneSource) desirable.

Responsibilities

• Coordinate client account paperwork and cash distributions.
• Maintain Tamarac CRM and Fidelity platforms; update addresses as needed.
• Coordinate meetings with trustees, CPAs, and attorneys.
• Assist with trust onboarding, divisions, modifications, and terminations.
• Prepare beneficiary notices, trust statements, and 1041 tax coordination.
• Provide backup support for other Client Service Associates and team projects.

Skills

Client service

Organization

Attention to detail

Communication

Education

Bachelor’s degree preferred

Tools

OneSource

CRM systems

MS Office Suite

Job description

Pitcairn invites a detail-oriented Client Service Associate & Trust Administrator to join its Fiduciary Services team in Wilmington, DE. You will be the primary contact for client relationships, supporting onboarding, trust administration, and coordination with Legal, Tax, and Operations to ensure a high-touch experience.

The role requires coordinating account paperwork, distributions, and trust-related activities, with a hybrid schedule (three days in the office, two remote days per week).