Wealth Services Associate & Trust Administrator

Pitcairn; Wilmington (DE); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Pitcairn’s Shared Single-Family Office model seeks a Client Service Associate & Trust Administrator to join our Wilmington, DE office on a hybrid schedule. You will be the point of contact for fiduciary relationships and support trust administration to ensure a seamless, high-touch client experience.

You’ll coordinate account paperwork, asset transfers, and trust-related activities while collaborating with Legal, Fiduciary Services, Operations, and Tax to deliver a customized Pitcairn experience.

Qualifications

• Bachelor’s degree preferred; minimum 3 years in admin or client service in financial services or fiduciary services.
• Experience with trust operations or fiduciary services strongly preferred.
• Computer literate with MS Word, Excel, PowerPoint, Outlook, and SharePoint; familiarity with trust/accounting systems.

Responsibilities

• Coordinate all client account paperwork.
• Maintain and update trust accounting/reporting systems.
• Assist with account setup and ongoing maintenance of trusts.
• Prepare beneficiary notices and Crummey notices.
• Provide administrative support to Legal and Fiduciary Services.

Skills

Client service

Trust administration

Organizational skills

Communication

Education

Bachelor’s degree

Tools

Tamarac CRM

OneSource

CRM systems

MS Office Suite

Job description

Pitcairn’s Shared Single-Family Office model seeks a Client Service Associate & Trust Administrator to join our Wilmington, DE office on a hybrid schedule. You will be the point of contact for fiduciary relationships and support trust administration to ensure a seamless, high-touch client experience.

You’ll coordinate account paperwork, asset transfers, and trust-related activities while collaborating with Legal, Fiduciary Services, Operations, and Tax to deliver a customized Pitcairn experience.