16 часов назад
Trust Administrator - Delaware
75 000 - 85 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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 , 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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