Delaware Trust Administrative Officer I (DE TAO I)
Core
Administrative support for Delaware Trust Officers managing fiduciary/trust relationships, handling account maintenance, servicing, and client support.
Role type
Trust Administrative Officer I
Builds
Trust account services and administrative support for Private Bank clients
Domain
Banking / Trust & Fiduciary Services
Required skills
Account Management, Attention to Detail, Client Management, Data Management, Critical Thinking, Prioritization, Problem Solving
Preferred skills
Paralegal studies, Legal and/or trust administrative experience, Financial Institution experience
Technologies
PACE/Trust Web
Responsibilities
Perform trust/fiduciary-related accounting transactions, deposits/transfers, and account maintenance; Provide administrative client service and support including funds transfers, tax requests, accounting system coding, and letter generation; Serve as a point of contact or backup for Trust Officers.
Seniority
Entry-level / Individual Contributor