Trust Administrator

Location: Wilmington, United States; hybrid workplace

Company

hirify.global is a NASDAQ-listed global wealth and investment advisory firm serving families, business owners, trusts, foundations, and endowments.

What you will do

• Support Trust Officers with the daily administration of personal trust accounts for ultra-high-net-worth clients.
• Coordinate with Trust Officers, Client Service, and Investment Advisor teams to open, fund, close, and manage trust accounts.
• Work with financial custodians to establish accounts and collect required documentation.
• Review principal and income ledgers for overdrafts and appropriate trust accounting.
• Use internal systems, including Salesforce, to monitor trust activity and anticipate liquidity needs.
• Provide client service and support compliance and audit requests.

Requirements

• Bachelor’s degree.
• Six months to two years of related experience and/or training.
• Knowledge of personal trusts, IRAs, and estates.
• Excellent written and verbal communication, analytical, organizational, problem-solving, and decision-making skills.
• Ability to prioritize tasks, maintain a high level of attention to detail, and work effectively both independently and within a team.
• High proficiency with Microsoft Excel, PowerPoint, and Word for reporting, data aggregation, analytics, and CRM activities.

Nice to have

• Delaware Trust experience.
• Strong desire for professional advancement and growth.

Culture & Benefits

• Hybrid workplace arrangement.
• Collaboration across Trust and Wealth Planning, Operations, Tax, Client Service, and Investment Advisor teams.
• Entrepreneurial culture that supports individual contributions and integrated client advice.
• Opportunity to work within a growing global wealth and investment advisory firm.

Hiring process

• Applications are reviewed through the company’s hiring platform.