Trust Administrator - Delaware
Core
Manage cash balances, prepare distribution memorandums, arrange beneficiary payments, and coordinate tax filings for high-net-worth trust accounts.
Role type
Trust Administrator
Builds
Trust accounts and distributions for high-net-worth individuals and institutions
Domain
Wealth management / Trust administration
Deliverable
client delivery
Required skills
Trust administration, cash management, tax filing coordination, beneficiary distribution, governing instrument interpretation, trust accounting software proficiency
Preferred skills
Cannon Trust School certification, investment knowledge, estate planning knowledge
Technologies
SEI, Global Plus, Microsoft Office
Responsibilities
Manage cash balances to prevent overdrafts, prepare Discretionary Action Memorandums, arrange timely payment of trust expenses, facilitate investment and distribution directions, participate in annual account reviews, support Trust Officers on client service matters
Seniority
Mid-level, hands-on IC