Trust Specialist

Eleutherian Trust Company; Wilmington (DE); On-site; USD 52,000 - 78,000; Full time

Job summary

Eleutherian Trust Company in Wilmington, Delaware seeks a detail‑oriented support professional to assist Trust Officers and the Chief Technology/Operations Officer. You will help prepare the Charlotte system for nightly and month-end processing, and contribute to the nightly accounting of sub-Custody, DDA and TAS accounts, ensuring timely and accurate client service.

Responsibilities include processing sensitive transactions, daily operations to maintain client accounts, preparing materials for

Qualifications

• Bachelor's degree or equivalent training/experience.
• General knowledge of how trusts function and are administered.
• Excellent written and oral communication skills.
• Skilled in multitasking and managing priorities effectively.
• Strong interpersonal skills with ability to build trust with clients.
• Team oriented mindset.
• High proficiency in Microsoft Office applications (Word, Excel, Outlook) and ability to learn new software.

Responsibilities

• Provide support to Trust Officers and Chief Technology/Operations Officer.
• Prepare the Charlotte system for nightly and special month end processing.
• Assist in development and control of nightly accounting of sub-Custody, DDA and TAS accounts.
• Process sensitive transactions in a timely and prompt manner.
• Accurately complete daily operations needed to maintain client accounts.
• Provide appropriate level of phone coverage and monitor other means of client communication to ensure client service standards are met.
• Prepare materials for client meetings.
• Research items related to trusts and/or client accounts when requested.
• Provide exceptional client service and flawless execution of client requests for money movement, security transfers and research requests.
• Communicate with investment advisors and portfolio managers regarding liquidity needs and investment matters.
• Maintain and monitor trust department fees, verify daily activities in client accounts.
• Represent Eleutherian Trust Company to both clients and professional organizations so that Eleutherian Trust Company is viewed in the highest of standard.

Skills

Trust administration knowledge

Excellent communication

Multitasking & prioritization

Interpersonal skills

Team orientation

Microsoft Office proficiency

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

• Provide support to Trust Officers and Chief Technology/Operations Officer
• Prepare the Charlotte system for nightly and special month end processing
• Assist in development and control of nightly accounting of sub-Custody, DDA and TAS accounts
• Process sensitive transactions in a timely and prompt manner
• Accurately complete daily operations needed to maintain client accounts
• Provide appropriate level of phone coverage and monitor other means of client communication to ensure client service standards are met
• Prepare materials for client meetings
• Research items related to trusts and/or client accounts when requested
• Provide exceptional client service and flawless execution of client requests for money movement, security transfers and research requests.
• Communicate with investment advisors and portfolio managers regarding liquidity needs and investment matters.
• Maintain and monitor trust department fees, verifty daily activites in client accounts
• Represent Eleutherian Trust Company to both clients and professional organizations so that Eleutherian Trust Company is viewed in the highest of standard.

Recommended Skills:

• Bachelor's degree or equivalent training and/or work experience.
• General knowledge of how trusts function and are administered.
• Excellent communication skills, both written and oral.
• Skilled in multi-tasking and managing priorities effectively.
• Strong interpersonal skills with an ability to build a significant level of trust with clients; empathy and real interest in working with people.
• Team oriented mindset
• High proficiency in Microsoft Office applications (Word, Excel, Outlook, etc) and ability to learn new software applications