UHNW Trust Administrator: Wealth Planning & Operations

AlTi Global, Inc.; Wilmington, Northern (NC, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

AlTi Global, Inc. in Wilmington, NC is seeking a Trust Administrator to support UHNW trust accounts and collaborate with the Trust Officers across Tax, Operations, and Client Service teams.

You will assist with daily trust administration, account openings, and fiduciary reporting while maintaining precise records and regulatory compliance. A strong emphasis on client service and teamwork is required.

Qualifications

• Bachelor’s degree
• 6 months to 2 years of related experience and/or training
• Desire for advancement and growth
• Knowledge of personal trust, IRAs, and estates
• Excellent written and verbal communication skills
• Superior analytical and organizational skills
• Problem solving and decision-making skills
• Ability to prioritize tasks and maintain high attention to detail
• Team environment with self-starter attitude
• 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 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

1–2 years experience

Trust experience

Communication skills

Analytical skills

Team player

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Word

Job description

AlTi Global, Inc. in Wilmington, NC is seeking a Trust Administrator to support UHNW trust accounts and collaborate with the Trust Officers across Tax, Operations, and Client Service teams.

You will assist with daily trust administration, account openings, and fiduciary reporting while maintaining precise records and regulatory compliance. A strong emphasis on client service and teamwork is required.