Trust Administration Officer

1 week ago


Wilmington, Delaware, United States City National Bank Full time
Job Title: Trust Administration Officer I

City 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 accounts, including reviewing and revising paperwork, preparing new account paperwork, and analyzing anticipated income.
  • Initiate annual administrative review of accounts, review files for completed forms, codes, review payments and transactions, and for accuracy.
  • Produce and review various tax reports for clients and intermediaries, research tax deficiency notices, pay estimated taxes, and allocate tax payments between principal and income.
  • Coordinate set up, tracking, and monitoring of personal property inventory, real estate, mineral, oil and gas, intellectual properties, and special financial assets.
  • Provide client service by responding and researching client and colleague inquiries by phone, email, and written communications.
Requirements:
  • Bachelor's Degree or equivalent.
  • Minimum 3 years of experience in Personal Trust required.
  • Minimum 3 years of experience in a financial services organization required.
  • Minimum 3 years of administrative/clerical experience required.
What We Offer:
  • Starting base salary: $48,559 - $77,559 per year.
  • Eligible for bonus and/or commissions.

City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.



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