UHNW Trust Administrator | Growth & Client Service

AlTi Tiedemann Global; Wilmington (DE); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

AlTi Tiedemann Global in Wilmington, DE seeks a Trust Administrator to support Trust Officers in UHNW trust administration and coordinate with Tax, Operations and Client Service for a cohesive client experience.

You will open new trust accounts, manage fundings and daily transactions, review ledgers, and ensure all paperwork is complete while maintaining strong client service.

Proficiency with Excel, PowerPoint and Word is required; Delaware trust experience is preferred.

Qualifications

• Bachelor’s degree required.
• 1 year or less experience; 6 months to 2 years of related experience.
• Strong desire for advancement and growth.
• Knowledge of personal trust, IRAs, and estates.
• Excellent written and verbal communication skills.
• Superior analytical and organization skills.
• Problem solving and decision-making abilities.
• Ability to prioritize tasks 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.
• Delaware Trust experience preferred.

Responsabilités

• Support the Trust Officer in administering UHNW trust accounts.
• Assist the Trust Officer with daily trust administration tasks.
• Open new trust accounts with Client Service and Investment teams.
• Handle fundings, closings, and daily transactions.
• Interact with custodians to ensure paperwork is complete.
• Review principal and income ledgers weekly for overdrafts and proper accounting.
• Utilize Salesforce to monitor trust activity and liquidity needs.
• Obtain appropriate documentation and keep client accounts 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.

Connaissances

Communication skills

Analytical skills

Organization skills

Problem solving

Decision making

Team collaboration

Self-starter

Attention to detail

Formation

Bachelor’s degree

Outils

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Description du poste

AlTi Tiedemann Global in Wilmington, DE seeks a Trust Administrator to support Trust Officers in UHNW trust administration and coordinate with Tax, Operations and Client Service for a cohesive client experience.

You will open new trust accounts, manage fundings and daily transactions, review ledgers, and ensure all paperwork is complete while maintaining strong client service.

Proficiency with Excel, PowerPoint and Word is required; Delaware trust experience is preferred.