Delaware Trust Administrative Officer II (DE TAO II)
Core
Administrative support for Delaware Trust Officers managing fiduciary/trust relationships, handling account maintenance, servicing, and client support.
Role type
Trust Administrative Officer (Administrative Support)
Builds
Trust accounts and fiduciary services for clients
Domain
Banking / Trust & Fiduciary Services
Deliverable
product features
Required skills
Trust administration, account maintenance, funds transfers, accounting system coding, document filing, compliance adherence
Preferred skills
Paralegal studies, high-net-worth private banking client service, legal and fiduciary support experience
Technologies
PACE/Trust Web
Responsibilities
Perform trust/fiduciary-related account maintenance and servicing activities; act as a point of contact or backup for Trust Officers; assist with new account creation for existing or new trusts; provide administrative client service including funds transfers, tax requests, and letter generation.
Seniority
Individual Contributor, Entry to Mid-level