Trust Administration Assistant jobs in Wilmington, DE

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

C
Team Lead Trust and Estate Administration
  • City National Bank
  • Wilmington, DE FULL_TIME
  • TEAM LEAD TRUST AND ESTATE ADMINISTRATION 

     

    WHAT IS THE OPPORTUNITY?
    Responsible for managing and directing all trust activities (e.g. conservatorships, testamentary/intervivos trust, estates, revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of assigned offices consistent with the division's objectives. Handle trust accounts of special significance, especially those of a more delicate or complex nature. Ensure that the administration of trusts is in accordance with applicable laws and regulations and the stipulations of the Trust Document or Court Order under which authority is conferred. Develop investment strategy with the assistance of the Bank's investment team. Interfaces with clients, administrators, co-trustees, beneficiaries, attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team of Trust Officers. Typically have ten or more years of experience. Administers own full book of accounts.

     

     

     

    What you will do
    • Manage/handle the largest and most complex trust accounts. Confer with clients, administrators, co-trustees, beneficiaries and attorneys regarding the establishment, administration and operation of a trust.
    • Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to determine duties and responsibilities of the company.
    • Approve, maintain and negotiate as necessary desirable fee schedules and charges for trust and investment services.
    • Ensure all tax liabilities and obligations of accounts are met.
    • Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion. Review and submit proposals for consideration and direction. Establish client specific investment strategy in accordance with CNB guidelines and policies.
    • Establish client specific investment strategy in conformance with CNB guidelines and policy.
    • Assure that trust policies, programs and procedures coincide with division and bank objectives
    • Stay abreast of new developments pertaining to trust regulation, market strategies and
    • competitive positioning.
    • Interface with executive and senior level management within the Bank as well as private
    • bankers, team leaders on trust
    • and investment management sales related issues, processes and activities.
    • Develop and retain personal trust and investment management business by maintaining professional and community contacts.
    • Assist in the development of new relationships through internal sources, from referrals,
    • and through personal community involvement. Help create opportunities to develop and
    • promote ideas to win new business and cross sell to existing clients.
    • Establish and attend sales calls with clients and prospects.
    • Ensure that relationship plans have been created and are implemented.
    • Manage the assigned Personal Trust staff in the assigned regions/offices. Assign responsibilities for the administration of trust accounts and maintains appropriate workloads for trust account administrators.
    • Conducts performance appraisals.
    • Make hiring, terminations and employee related decisions.
    • Effectively coaches to ensure sound sales approaches are being exercised, proper account administration is being followed
    • Develop and motivate staff
    • Ensure that account terminations and distributions comply with terms of the governing document
    • Follow appropriate Reg. 9 process and other bank policies and procedures
    • Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications

    Must-Have*

    • Bachelor's Degree
    • Minimum 7 years of experience in trust administration with strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts required
    • CTFA - Certified Trust Financial Advisor

    Skills and Knowledge

    • Ten plus years in trust administration with strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts.
    • Must possess comprehensive knowledge of personal trust laws and regulations, state tax laws, income taxation with respect to trust investment management principles.
    • Trust Certification (CTFA) is desired.
    • Proficient with Microsoft Office (Word, Excel & PowerPoint).
    • Must possess demonstrated management skills and excellent verbal and written communications skills sufficient to interact with all levels of Bank Personnel and clients.
    Compensation
    Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

    *To be considered for this position you must meet at least these basic qualifications
    The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

     

    Benefits and Perks
    At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.

     

    INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
    City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'

     

    ABOUT CITY NATIONAL
    We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
     

    #CA-DN1

  • 1 Month Ago

W
Trust assistant
  • WSFS Bank
  • Wilmington, DE FULL_TIME
  • Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive Care...
  • 1 Day Ago

R
Trust Assistant
  • Robert Half
  • Hockessin, DE PER_DIEM
  • Financial Services company located in the Newark Delaware area seeks a Trust Assistant with excellent organizational expertise. In this role, you be the primary point person for trust clients, managin...
  • 1 Month Ago

I
Administration Assistant
  • Infotree Global Solutions
  • Exton, PA CONTRACTOR
  • Job Description: Provide pro-active PA support to the Directors. Provide administrative support to the wider team. Calendar management and coordination of meetings Work as part of the administration s...
  • 12 Days Ago

N
Medical Assistant-Administration surgery
  • NemoursCareerSite
  • Wilmington, DE PART_TIME
  • Nemours is seeking a Temporary Part-Time Medical Assistant-Administration surgery in Wilmington, DE. The Medical Assistant (MA) is an important liaison between the patient/family, provider, and other ...
  • 4 Days Ago

C
Administrative Assistant for Finance and Administration
  • Cheyney University of Pennsylvania
  • Cheyney, PA FULL_TIME
  • Administrative Assistant for Finance and Administration  Salary $49,839.00 - $54,455.00 Annually Location Cheyney, PA Job Type Full-Time Job Number 00221 Division Finance & Administration Department ...
  • 7 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Trust Administration Assistant jobs found in Wilmington, DE area

O
Administrative Assistant
  • Omega Home Builders
  • Phoenixville, PA
  • Company Description Omega Home Builders is a private-held real estate investment firm. With a commitment to quality and ...
  • 4/26/2024 12:00:00 AM

E
Administrative Assistant
  • Evan W. Smith Funeral Services
  • Wilmington, DE
  • Job Description Job Description We are seeking an Office Coordinator to join our team in our Wilmington/Dover locations....
  • 4/26/2024 12:00:00 AM

M
Administrative Assistant
  • Mosaic
  • Newark, DE
  • If making a positive impact in the lives of others is always on your to-do list — you’ll LOVE working with a team that p...
  • 4/25/2024 12:00:00 AM

C
Administrative Assistant
  • Conner Strong & Buckelew
  • Camden, NJ
  • Department: All Departments Job Summary: This position is responsible for providing secretarial and administrative suppo...
  • 4/24/2024 12:00:00 AM

T
Administrative Assistant
  • The Salvation Army Eastern Territory
  • Philadelphia, PA
  • Overview: Position: Administrative Assistant Department: PSSM Availability of Position: ASAP Schedule: Monday-Friday 8:0...
  • 4/24/2024 12:00:00 AM

N
Administrative Assistant
  • Northeast Advisers
  • Paoli, PA
  • Job Description Job Description Job description An established Registered Investment Advisor in Paoli, PA, is seeking a ...
  • 4/23/2024 12:00:00 AM

R
Administrative Assistant
  • Robert Half
  • Philadelphia, PA
  • Robert Half is actively looking for an experienced Administrative Assistant. The Administrative Assistant is responsible...
  • 4/22/2024 12:00:00 AM

S
Administrative Assistant
  • SMS Holdings
  • Camden, NJ
  • Job Description With Pride, we make public spaces friendly and vibrant for the communities we serve. Job Summary:Provide...
  • 4/22/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 17.0 square miles (44 km2). Of that, 10.9 square miles (28 km2) is land and 6.2 square miles (16 km2) is water. The total area is 36.25% water. The city sits at the confluence of the Christina River and the Delaware River, about 33 miles (53 km) southwest of Philadelphia. Wilmington Train Station, one of the southernmost stops on Philadelphia's SEPTA rail transportation system, is also served by Northeast Corridor Amtrak passenger trains. Wilmington is served by I-95 and I-495 within city limits. In addition, the twin-s...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$48,144 to $61,370
Wilmington, Delaware area prices
were up 1.0% from a year ago

Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020