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Brown Brothers Harriman · 6 hours ago

Senior Trust Administrator

Wilmington

Full-time

Onsite

Mid, Senior Level

2+ years exp

Brown Brothers Harriman is a premier global financial services firm, and they are seeking a proactive and organized individual to join their Delaware office as a Trust Administrator. This role focuses on the administration of IRA accounts, ensuring compliance with legal standards while providing exceptional service to clients.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Supporting IRA Specialists in the daily administration of accounts

Processing and monitoring transactions

Complete IRA transfers, distributions, rollovers, conversations, death claims and closures in accordance with government regulations and bank policies

Maintaining accurate and complete account records including supporting documentation for account openings, IRA calculations, and payments

Maintaining client contacts

Assisting in gathering documentation for audits and compliance reviews

Building and maintaining positive relationships with clients and internal partners, including the ability to respond quickly and accurately to Client Relationship Manager inquiries regarding IRA transactions, policies, procedures and compliance

Providing general administrative support for the team including answering the phone and processing mail

Ensure compliance in the annual processing of all tax filings, including 5498 and 1099R

Keep abreast of IRA regulations & laws and how they impact IRA administration

Qualification

IRA administrationBank operationsMicrosoft OfficeWritten communicationOral communicationInterpersonal skillsOrganizational skillsTime management

Required

BA/BS degree or equivalent preferred

Minimum two (2) years' experience in banking, specifically in bank operations

Ability to work independently and collaboratively in a team environment

Outstanding written and oral communication skills are a must

Strong interpersonal skills

Organizational skills and detail-oriented

Ability to manage time efficiently and effectively

Ability to meet deadlines and work under pressure

Willingness to learn new systems and procedures and the flexibility to change when necessary

Proficiency in Microsoft Office products, particularly Word and Excel

Company

Brown Brothers Harriman

Glassdoor3.7

Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.

Founded in 1995

New York, New York, USA

5001-10000 employees

http://www.bbh.com

H1B Sponsorship

Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)