Current jobs related to Trust Administrator - Wilmington - Commonwealth Trust Company

  • Trust Administrator

    1 week ago

    wilmington, United States Commonwealth Trust Company Full time

    Administer trusts in accordance with terms created in trust, will, or court order. Coordinate with other departments to ensure the accurate flow of information. Provide oversight for compliance, both internally and externally.BACKGROUND & EXPERIENCE:• BA/BS from an accredited 4-year college or university• Additional certification (Paralegal certificate...

  • Trust Administrator

    2 months ago

    Wilmington, United States Commonwealth Trust Company Full time

    Administer trusts in accordance with terms created in trust, will, or court order. Coordinate with other departments to ensure the accurate flow of information. Provide oversight for compliance, both internally and externally.BACKGROUND & EXPERIENCE:• BA/BS from an accredited 4-year college or university• Additional certification (Paralegal certificate...

  • Corporate Trust Administrator

    1 month ago

    Wilmington, Delaware, United States Wilmington Trust Full time

    Job SummaryWe are seeking a highly skilled Corporate Trust Administrator to join our team. As a key member of our trust operations team, you will be responsible for providing exceptional client service and support to our high net worth private and institutional clients.Key ResponsibilitiesAssist with the administration of trust and entity accounts, including...

  • Corporate Trust Administrator

    2 weeks ago

    Wilmington, Delaware, United States Wilmington Trust Full time

    Job Summary:The Corporate Trust Administrator will assist with the administration of corporate trust clients, providing exceptional customer service and support to clients and internal stakeholders. This role will be responsible for managing client relationships, processing transactions, and maintaining accurate records.Key Responsibilities:Manage client...

  • Trust Administrator

    1 week ago

    Wilmington, Delaware, United States City National Bank Full time

    Job SummaryThis role supports RBC Delaware Trust by administering personal trust accounts with a focus on Special Needs Trust and Settlement Protection Trusts.Responsibilities include administering other testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, and other Agency...

  • Trust Administration Officer

    4 weeks ago

    Wilmington, Delaware, United States City National Bank Full time

    Job Title: Trust Administration Officer ICity National Bank is seeking a Trust Administration Officer I to join our team. As a Trust Administration Officer I, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts.Key Responsibilities:Administer personal trust...

  • Trust Administration Officer

    2 weeks ago

    Wilmington, Delaware, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Trust Administration Officer to join our team at City National Bank. As a Trust Administration Officer, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts, in accordance with the terms specified in the trust instrument.Key...

  • Trust Administration Officer

    2 weeks ago

    Wilmington, Delaware, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Trust Administration Officer to join our team at City National Bank. As a Trust Administration Officer, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts, in accordance with the terms specified in the trust instrument.Key...

  • Trust Administration Officer I

    2 days ago

    Wilmington, Delaware, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Trust Administration Officer I to join our team at City National Bank. As a Trust Administration Officer I, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts, in accordance with the terms specified in...

  • Trust Administration Officer I

    1 week ago

    Wilmington, Delaware, United States City National Bank Full time

    Job SummaryCity National Bank is seeking a highly skilled Trust Administration Officer I to join our team. As a key member of our trust administration team, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts.Key Responsibilities:Administer personal trust accounts,...

  • Trust Administration Officer I

    4 weeks ago

    Wilmington, Delaware, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Trust Administration Officer I to join our team at City National Bank. As a Trust Administration Officer I, you will be responsible for administering personal trust accounts, including testamentary and inter vivos trusts, foundations, and agency accounts, in accordance with the terms specified...

  • Trust and Estate Administration Specialist

    3 days ago

    Wilmington, Delaware, United States International Search Consultants Full time

    Senior Trust Officer**Job Summary:**International Search Consultants is partnering with a leading Wealth Management firm to find a Senior Trust Officer for their well-established Trust Company in Wilmington, DE.**Responsibilities:**- Provide support and advice to UHNW Clients on trust and estate administration and planning.- Serve as a Relationship Manager...

  • Summer Analyst

    2 weeks ago

    Wilmington, Delaware, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Our firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as...

  • CLO Client Administrator II

    5 months ago

    Wilmington, United States Wilmington Trust Full time

    Overview: Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as...

  • Trust Officer

    3 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job Title: Trust OfficerAt Wilmington Savings Fund Society, we are seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for the daily administration of personal trust accounts, providing exceptional service to our clients, and managing complex relationships.Key Responsibilities:Manage personal trust accounts...

  • Senior Trust Officer

    4 weeks ago

    Wilmington, United States Citizens Financial Group, Inc. Full time

    Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

  • Senior Trust Officer

    4 weeks ago

    Wilmington, United States Citizens Full time

    Job DescriptionDescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust...

  • Senior Trust Officer

    4 weeks ago

    WILMINGTON, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

  • Senior Trust Officer

    3 weeks ago

    Wilmington, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

  • Trust Officer

    3 days ago

    Wilmington, Delaware, United States Citigroup Inc Full time

    Job DescriptionThe Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.ResponsibilitiesManage an existing book...

Trust Administrator

2 months ago

Wilmington, United States Commonwealth Trust Company Full time

Administer trusts in accordance with terms created in trust, will, or court order. Coordinate with other departments to ensure the accurate flow of information. Provide oversight for compliance, both internally and externally.


BACKGROUND & EXPERIENCE:

• BA/BS from an accredited 4-year college or university

• Additional certification (Paralegal certificate or CTFA) or education (Cannon or ABA Trust School) preferred

• Three years legal and/or trust experience required, experience as a Trust Administrator/Trust Officer working with Delaware Trusts strongly preferred

• Must be detail-oriented and have excellent organization and communication skills

• Ability to read, analyze, and interpret requirements of trust documents, directions, and related legal documents

• Ability to write reports, business correspondence, and procedure manuals

• Strong Computer skills, Ability to use Microsoft Office

• Past experience with trust accounting software (e.g., AccuTrust, Cheetah, SEI or SunGard) preferred


DUTIES AND RESPONSIBILITIES (including but not limited to):

• Request, receive, evaluate, and organize required documentation in connection with trusts for which the Company is being considered to serve as Trustee.

• Enter initial information for trusts into the Company’s accounting software and file setup for trusts.

• Open bank and brokerage accounts for trusts.

• Handle directions for investment transactions to be carried out for trusts.

• Handle requests or directions for distributions from trusts.

• Make payments for trust expenses, including insurance premiums, etc. and ensure all are made in a timely manner.

• Draft and send Crummey notices and other beneficiary notices when the Company is required to send them for trusts.

• Record transactions and other information in the Company’s accounting software for trusts and respond promptly to suspense items and other internal inquiries with regard to assigned trusts.

• Perform annual reviews of certain aspects of Trusts.

• Assist in the preparation of bills for the company’s services as Trustee by reviewing billing entries in the Company’s billing records and providing a description of the services for invoices.

• Assist with the collection of amounts owed for the Company’s services as Trustee.

• Perform Patriot Act compliance for all new and transfer trusts and the relevant parties as well as resolve any and all exceptions found during such compliance process.

• Assist in the training of one or more Trust Administrator Assistants, as requested.

• Provide a high level of service to our clients while complying with laws and regulations to which the Company is subject.

• Open proposed account files. Prepare document comparisons (if applicable) for review by Trust Counsel, obtain all documentation needed for account opening, conduct background checks as needed. Establish and maintain excellent communications with client, their attorney and other advisors.

• Finalize documents for execution, seeing that everything needed for review by Trust Counsel has been provided.

• Respond promptly and professionally to client and external inquiries.

• Maintain current knowledge of developments affecting client accounts, including legal, tax and investment issues.

• Adhere to all operating policies and procedures and when working with support personnel, ensure that they have done so as well.