Trust Administrator Jobs in Delaware
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
Wealth Management Solutions, Trust and Estates, Trust Administrator Associate
- Newark, DE
- 1 day ago
- Newark, DE
- 1 day ago
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management....
Wealth Management Solutions, Trust and Estates, Trust Officer VP
- Newark, DE
- 3 days ago
- Newark, DE
- 3 days ago
maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus...
Under supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officers...
Respond to clients, advisors, and intermediaries regarding the administration and maintenance of accounts Comply fully with all Bank Operational and Wealth Management policies and procedures as well...
Minimum of 5 years of experience in trust administration, estate planning, or wealth management. In-depth knowledge of trust laws, fiduciary duties, and estate planning principles....
Piper Companies is looking for a Senior Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Senior Personal...
Piper Companies is looking for an Institutional Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Institutional Trust...
Wealth Management Solutions, Trust & Estates, Trust Officer Vice President
- Newark, DE
- 60+ days ago
- Newark, DE
- 60+ days ago
maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus...
Demographic Data for Delaware
Moving to Delaware? Find some basic demographic data about Delaware below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Delaware
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Delaware offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Know Your Customer
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Wealth Management
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Service Standards
- Investment Banking
- Investment Management
- Account Reconciliation
- Taxes
- Financial Planning
- Client Services
- Resolution
- Real Estate
- Referrals
- Relationship Management
- Accounts Payable
- Strategy Development
- Risk Management
- Closing
- Finance
- Business Development
- Process Improvement
- Accounting
- Customer Relations
- Documentation
- Bachelor's Degree
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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