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16 часов назад

Trust Administrator - Delaware

75 000 - 85 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Trust Administrator - Delaware (Trust Administration/Wealth Management): Managing trust accounts, cash balances, distributions, expenses, tax filings, and investment or distribution directions with an accent on fiduciary administration, accuracy, and high-net-worth client service. Focus on interpreting governing instruments, coordinating with tax preparers and internal partners, and supporting Trust Officers with complex account deliverables.

Location: Wilmington, Delaware, United States; hybrid role requiring two to three days in the office.

Salary: $75,000–$85,000 annually, depending on relevant experience, plus a discretionary bonus.

Company

Fiduciary Trust International is an investment and wealth management firm owned by hirify.global, serving high-net-worth individuals, families, family offices, endowments, foundations, and institutions.

What you will do

  • Manage trust cash balances, coordinate cash raising with Portfolio Managers, and prevent or resolve overdrafts.
  • Maintain accurate trust summary sheets and arrange account funding, expense payments, and beneficiary distributions.
  • Prepare Discretionary Action Memorandums and implement investment or distribution directions for directed trusts.
  • Coordinate with outside tax preparers to obtain tax documents and complete filings and payments on time.
  • Participate in annual account reviews, remediation efforts, and special projects.
  • Support Trust Officers and provide client service in coordination with Legal, Operations, Investment Management, Estate Administration, Compliance, and Account Services.

Requirements

  • At least 4 years of trust experience.
  • Understanding of investments, trusts, and estates.
  • Strong oral and written communication, organizational, interpersonal, and multitasking skills.
  • Ability to maintain confidentiality and handle client account information.
  • Proficiency with Microsoft Word, Excel, and PowerPoint.
  • Ability to work effectively in a team-oriented environment and meet deadlines.

Nice to have

  • Progress toward Trust school, such as Cannon Trust School.
  • Experience with SEI, Global Plus, or other trust accounting software.

Culture & Benefits

  • Annual discretionary bonus and 401(k) plan with a generous company match.
  • Healthcare, insurance, disability benefits, and an employee stock investment program.
  • Learning resources, career development programs, and reimbursement for certain education expenses.
  • Paid vacation, holidays, sick leave, parental and caregiving leave, bereavement leave, volunteering time, and floating holidays.
  • Wellbeing resources and support for physical and mental health.

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