Sr. Trust Administrator

Summary
Trust Administrator The Sr. Trust Administrator serves as subject matter expert on fiduciary matters and high net-worth client specific issues focused on growth, retention and client satisfaction communicating with clients, agencies, advisors, and other partners on the laws and options concerning trusts and estate matters. Key Responsibilities and Duties
Focuses on administering and growing Trust, Investment Agency and Custody accounts for our high net-worth clients and serves as an SME.
Participates in management level committees.
Deepens and grows client relationships and increase product exposure.
Analyzes, interprets and executes Trust accounts as directed by the legal instrument with a laser focus on our duties and responsibilities as a Trustee.
Proactively communicates with client and third -party service providers to ensure a high level of client satisfaction; prepare and presents financial reports to clients providing updates on the status of their trusts.
Ensures account complies with all legal, regulatory, and internal procedures regarding Fiduciary Administration.
Conducts regular reviews of Trust, Investment Agency, and Custody accounts to ensure proper administration and adherence to fiduciary responsibilities; monitors, identifies and resolves issues.
Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors.
Communicates advice to clients; understands the nuances of managing relationships based on complexity, distance and accessibility.
Assists with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of fiduciary administration.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 8IC

Required:
5+ years of financial services experience

Preferred:
7+ years of financial services experience
Familiar with Delaware trusts
JD or CTFA preferred

Related Skills

Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts