Trust Administrator Jobs in Wilmington, DE
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
Piper Companies is looking for a Senior Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Senior Personal...
services company....
- Philadelphia, PA (24 miles from Wilmington, DE)
- 6 days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 6 days ago
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements Competencies Account Management...
Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments...
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Institutional Trust Officer II
- Philadelphia, PA (24 miles from Wilmington, DE)
- 15 days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 15 days ago
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements Competencies Account Management...
This individual will be a mentor and trusted resource to the firm's Trust Administrators....
and Wealth Management....
Piper Companies is looking for a Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Personal Trust Officer...
Piper Companies is looking for a Institutional Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Institutional Trust...
Wealth Management Solutions, Trust and Estates, Trust Administrator Associate
- Newark, DE (12 miles from Wilmington, DE)
- 30+ days ago
- Newark, DE (12 miles from Wilmington, DE)
- 30+ days ago
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management....
Wealth Management Solutions, Trust and Estates, Trust Officer VP
- Newark, DE (12 miles from Wilmington, DE)
- 45+ days ago
- Newark, DE (12 miles from Wilmington, DE)
- 45+ days ago
maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus...
Demographic Data for Wilmington, DE
Moving to Wilmington, DE? Find some basic demographic data about Wilmington, DE below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Wilmington, DE
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Wilmington, DE offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Know Your Customer
- Commercial Banking
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Credit Analysis
- Anti-Money Laundering
- Wealth Management
- Financial Services
- Financial Operations
- Valuation
- Investment Banking
- Investment Management
- Financial Planning
- Portfolio Management
- Taxes
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounts Payable
- Closing
- Business Development
- Process Improvement
- Accounting
- Customer Relations
- Decision Making
- Documentation
- Mentoring
- Bachelor's Degree
- Reporting
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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