Trust Administrator, Robert Half

Trust Administrator

Robert Half

Location:

United States, Wilmington

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

Financial Services company located in the Greater Delaware area seeks a Trust Administrator who can oversee the day-to-day administration of trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management, maintaining account openings and closings, monitoring cash flow, conducting trust performance reviews, reviewing sub-custodial data daily, ensuring compliance with applicable laws and regulations, and preparing detailed reports for beneficiaries, trustees, and regulatory authorities.

Job Responsibility:

Manage individual and corporate trust accounts
Assist with trust administrative activities
Keep abreast of all Trust rules and regulations
Identify and mitigate potential risk issues
Assist with database maintenance
Initiate the auditing process
Source and build prospect client pipeline
Build strong relationships with outside wealth advisors

Requirements:

3+ years legal and/or trust administration experience
MUST be proficient in MS Excel
Experience with AccuTrust, Cheetah, SEI or SunGard software a plus
Strong organizational skills

Nice to have:

Experience with AccuTrust, Cheetah, SEI or SunGard software

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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