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Wilmington Trust · 2 days ago

Senior Trust Administrator

Wilmington, DE

Full-time

Onsite

Mid, Senior Level

$68K/yr - $114K/yr

2+ years exp

Wilmington Trust is seeking a Senior Trust Administrator to provide administrative support to Trust Officers and manage client relationships. The role involves coordinating client service teams, ensuring adherence to trust administration policies, and maintaining compliance with regulatory requirements while delivering high-level client service.

Financial ServicesWealth Management

Responsibilities

Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion

Maintain understanding of governing instruments including, Trust Agreements, wills, Nonjudicial Settlement Agreements (NJSAs), modification documents, etc. as applicable to client base

Serve as primary point of contact for the client on the trust account relationship with little or no supervision; communicate regularly with the client on all trust matters and support overall trust administration management

Ensure high-level client service through timely and appropriate interactions with the client, the client’s advisors, and internal partners as necessary

Develop relationships with clients to best support administration of their trust accounts and provide assistance to facilitate client requests and meet distribution needs

Ensure activities adhere to account administration policies and procedures

Monitor, and assist with management of, new account openings including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding of statements, proxies, investments and tax, correctness of beneficiary information, and that fee agreements are in place; monitor terminations as required

Develop and maintain comprehensive knowledge of systems leveraged to deliver client service and maintain account records

Assist with preparing business and client presentations as requested, with little to no supervision

Develop and maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to support timely delivery of quality service and expand client relationships

Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners

Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates as well as industry standards and practices

Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management

Promote an environment that supports belonging and reflects the M&T Bank brand

Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable

Complete other related duties as assigned

Qualification

Fiduciary account administrationTrustEstates knowledgeCTFA certificationVerbal communicationWritten communicationPresentation skillsOrganizational skillsCustomer focusProficiency with PCsInterpersonal skills

Required

Bachelor's degree and a minimum of 2 years' experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience

Self-motivated

Proven verbal and written communication skills

Proven presentation skills

Proven organizational skills

Strong customer focus

Proficiency with personal computers

Experience maintaining high level of integrity and professionalism