Trust Analyst/Associate (Private Wealth Management)

Location: Wilmington, DE, United States

Company

hirify.global is a global investment banking, securities, and investment management firm serving high-net-worth individuals, families, institutions, and corporations.

What you will do

• Support the operation, maintenance, and monitoring of client trust accounts.
• Administer cash management activities, including journals, checks, and wires.
• Prepare tax payments and related tax filings while ensuring regulatory compliance.
• Reconcile and verify account activity, research historical data, and oversee account operations.
• Coordinate investment advisory account implementation and new account onboarding, including documentation and funding.
• Lead business development and strategic planning projects, collaborate across PWM functions, and improve operational efficiency.

Requirements

• Bachelor’s degree required.
• Ability to work effectively in a fast-paced environment and think clearly under pressure.
• Strong interest in client service.
• Self-motivated, autonomous, and collaborative working style.
• Strong verbal and written communication, organizational, and interpersonal skills.
• Commitment to excellence and a high level of integrity.

Culture & Benefits

• Training and development opportunities and firmwide professional networks.
• Benefits, wellness, personal finance, and mindfulness programs.
• Competitive benefits are generally available to eligible non-temporary full-time and part-time US employees working at least 20 hours per week.
• Reasonable accommodation is available during the recruitment process for candidates with disabilities or special needs.