Financial Services company located in the Greater Delaware area seeks a Trust Administrator who can oversee the day-to-day administration of trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management, maintaining account openings and closings, monitoring cash flow, conducting trust performance reviews, reviewing sub-custodial data daily, ensuring compliance with applicable laws and regulations, and preparing detailed reports for beneficiaries, trustees, and regulatory authorities. The ideal Trust Administrator for this role should be proficient in financial management and accounting principles, and posses’ excellent communication, interpersonal, and client relationship management skills.
Primary Responsibilities
· Manage individual and corporate trust accounts
· Assist with trust administrative activities
· Keep abreast of all Trust rules and regulations
· Identify and mitigate potential risk issues
· Assist with database maintenance
· Initiate the auditing process
· Source and build prospect client pipeline
· Build strong relationships with outside wealth advisors
The ideal Trust administrator will preferably have a Bachelors degree in Accounting/Finance/Business Administration.
Other requirements for the Trust Administrator role include and are not limited to:
· 3+ years legal and/or trust administration experience
· MUST be proficient in MS Excel
· Experience with AccuTrust, Cheetah, SEI or SunGard software a plus
· Strong organizational skills
For more information on this Trust Administrator position and other full time accounting and finance opportunities, please contact us at 302.985.5183 and reference JO#00800-0013049276.