Trust Administration Assistant

2 weeks ago


Wilmington, United States Commonwealth Trust Company Full time
Job DescriptionJob Description

This position is responsible for providing administrative support to the Trust Administration Department. The position requires superior attention to detail and organizational skills. The responsibilities include tasks required to complete trust administration in an efficient and timely manner. In addition, this position must be tech-savvy, dependable and able to work both independently and as part of a team. Regular attendance and timelines are essential functions of this position.

Primary 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
  • Initial entry of information for trusts, for which the Company serves as Trustee into the Company’s accounting software, and file setup for Trusts
  • Administer opening bank and brokerage accounts for Trusts
  • Process directions for investment transactions to be carried out for Trusts
  • Process requests or directions for distributions from Trusts
  • Process payments of expenses of Trusts
  • Draft/send Crummey notices and other beneficiary notices when required
  • Request, receive, evaluate, and organize information and documentation in connection with the administration of Trusts
  • Record transactions in the accounting software for Trusts
  • Perform annual reviews of Trusts
  • Assist with the collection of amounts owed for the Company’s services as Trustee
  • Demonstrate Patriot Act compliance

Education, Experience, Knowledge & Skill Requirements

  • High School graduate/GED required, Associates Degree, Certificate or Bachelor’s degree preferred
  • Experience working in Trust, Banking or other Financial Services Industry, or Law Office preferred
  • An interest and/or experience in Trust Administration
  • Ability to take initiative when appropriate
  • Proactive thinker with ability to anticipate potential issues
  • Excellent organizational and time management skills
  • Excellent communication skills (verbal and written)
  • Ability to prioritize, coordinate and handle multiple projects to meet deadlines
  • Ability to organize documents, files and folders in a timely manner


  • Wilmington, United States McCollom D'Emilio Smith Uebler Full time

    Job DescriptionJob DescriptionMcCollom D’Emilio Smith Uebler LLC is seeking a Paralegal with 3+ years of experience in Trust & Estate Administration to join its team.The position entails performing a wide range of complex estate administration functions requiring knowledge of estates and trusts, estate planning, investments, as well as a general...


  • Wilmington, United States JTC Group Full time

    Primaryresponsibilities to include trust administration and ensuring assigned personaltrust relationships are administered properly and serve as a resource to teammembers supporting the trust administration department. Duties include theadministration of complex fiduciary trust relationships including both directedand delegated accounts as well as US...


  • Wilmington, United States JTC Group Full time

    Primaryresponsibilities to include trust administration and ensuring assigned personaltrust relationships are administered properly and serve as a resource to teammembers supporting the trust administration department. Duties include theadministration of complex fiduciary trust relationships including both directedand delegated accounts as well as US...


  • Wilmington, United States CareerBuilder Full time

    Institutional and Trust Tax Manager page is loaded Institutional and Trust Tax Manager Apply locations Wilmington, DE Berwyn, PA Remote PA time type Full time posted on Posted 2 Days Ago job requisition id R-101163 Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we...


  • Wilmington, United States REMAX Executive - Coastal Office Full time

    Job DescriptionJob DescriptionFull job descriptionENTRY LEVEL AS FOLLOWS```Job Summary```Real estate office administrative experience and REAL ESTATE LICENSE Preferred We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. The ideal candidate will have excellent communication skills and the ability to multitask in a...


  • Wilmington, United States REMAX Executive - Coastal Office Full time

    Job DescriptionJob DescriptionFull job descriptionENTRY LEVEL AS FOLLOWS```Job Summary```Real estate office administrative experience and REAL ESTATE LICENSE PreferredWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team. The ideal candidate will have excellent communication skills and the ability to multitask in a...


  • Wilmington, United States Complete Staffing Solutions, Inc. Full time

    Job DescriptionJob DescriptionWe are seeking an Administrative Assistant to join a growing Property Management office in Wilmington DE8am-4pm or 9am-5pm Mon-Fri$19-21/hourResponsibilities:Draft correspondences and other formal documentsPlan and schedule appointments and eventsGreet and assist onsite guestsAnswer inbound telephone callsDevelop and implement...

  • Client Administrator II

    Found in: Talent US C2 - 2 weeks ago


    Wilmington, United States M&T Bank 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...


  • Wilmington, United States Compunnel Healthcare Full time

    Job DescriptionJob DescriptionDescriptionJob Summary:Supports Administrative Office at Wilmington Hospital.Roles:Performs secretarial functions which contribute to the efficient operation of the department, including typing, filing, photocopying, telephone assistance, mail, supplies and calendars.May schedule and confirm appointments, meetings and travel...


  • Wilmington, United States Conexio Full time

    Job DescriptionJob DescriptionTrust Accounting AssociateCome join an ever-growing team while making a difference in the lives of many.Founded in 1985 as a subsidiary of the organization then known as Church Home Foundation, Conexio’s original mission was to help older adults with lifelong histories of psychiatric hospitalization to transition into the...


  • Wilmington, United States Wraparound Maryland Full time

    Job DescriptionJob DescriptionSalary: Annual salary starting at $37,000.00This position is for Wraparound DelawareThe duties and responsibilities include but are not limited to providing administrative support to ensure efficient operation of the program. Supports managers and employees through a variety of tasks related to organization and communication....


  • Wilmington, United States Veterans Health Administration Full time

    Job descriptionAbout usWe are agile and professional.Our work environment includes:Modern office settingGrowth opportunitiesMajor duties include, but may not be limited to:Assists with managing Behavioral Health Services at the Wilmington VA and the five associated CBOC's. Services include general outpatient mental health clinic services as well as...


  • Wilmington, United States CareerBuilder Full time

    Corporate Trust Middle Office Group Manager page is loaded Corporate Trust Middle Office Group Manager Apply locations Wilmington, DE time type Full time posted on Posted 2 Days Ago job requisition id R-101493 Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively...

  • Senior Administrative Assistant

    Found in: Talent US C2 - 2 weeks ago


    Wilmington, United States JPMorgan Chase & Co. Full time

    Become an integral part of the Consumer & Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As an Senior...

  • Administrative Assistant I

    Found in: Resume Library US A2 - 1 week ago


    Wilmington, Delaware, United States Capleo Global Full time

    Position Title: Administrative Assistant Duration: 08 Weeks with possibility of extension Location: 501 West 14th Street, Wilmington, DE 19801 Shift hours: 8AM - 8 Hour Shifts Position Summary: Supports Administrative Office at Hospital Performs secretarial functions which contribute to the efficient operation of the Customer, including typing,...


  • Wilmington, United States Randstad Sourceright Full time

    *Contract Position*Overall purpose of roleAs a B- Executive Assistant, the individual will be responsible for providing dedicated and efficient administrative support to executives based in the Wilmington, DE headquarters for the US Consumer Bank. The assistant will need to understand and plan all aspects of the day with accurate attention to detail,...

  • Executive Administrative Assistant

    Found in: Appcast US C2 - 1 week ago


    Wilmington, United States Randstad Sourceright Full time

    *Contract Position*Overall purpose of roleAs a B- Executive Assistant, the individual will be responsible for providing dedicated and efficient administrative support to executives based in the Wilmington, DE headquarters for the US Consumer Bank. The assistant will need to understand and plan all aspects of the day with accurate attention to detail,...

  • Deputy Attorney General I-V

    Found in: Talent US 2 C2 - 3 hours ago


    Wilmington, United States DelDOT Full time

    Introduction Delaware's Attorney General, the State's chief law enforcement officer, has a broad responsibility to combat crime, uphold civil rights, safeguard families, fight fraud, and protect consumers in the First State. In meeting this mission, Attorney General Kathy Jennings is supported by teams of talented lawyers and staff in the Criminal,...

  • Floating Legal Administrative Assistant

    Found in: Appcast US C2 - 7 days ago


    Wilmington, United States Richards, Layton & Finger Full time

    Richards, Layton & Finger, Delaware's largest law firm is seeking a Floating Legal Administrative Assistant to work closely with the Firm's attorneys in Wilmington, DE. This is a hybrid position after training and the hours are 9:00am – 5:30pm.Responsibilities:collaboratively with attorneys and other staff to ensure our clients and co-counsel receive...

  • Floating Legal Administrative Assistant

    Found in: Appcast Linkedin GBL C2 - 7 days ago


    Wilmington, United States Richards, Layton & Finger Full time

    Richards, Layton & Finger, Delaware's largest law firm is seeking a Floating Legal Administrative Assistant to work closely with the Firm's attorneys in Wilmington, DE. This is a hybrid position after training and the hours are 9:00am – 5:30pm.Responsibilities:collaboratively with attorneys and other staff to ensure our clients and co-counsel receive...