Trust Administrator

at  Robert Half

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 possess 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 trust administration experience
• MUST be proficient in MS Excel
• Trust or Financial services industry is also strongly preferred
• Strong organizational skills

For more information on this Trust Administrator role and other full time accounting and finance opportunities, please contact us at 302.985.5183 and reference JO#00800-0013014370.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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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 advisor

Other requirements for the Trust Administrator role include and are not limited to:

• 3+ years trust administration experience
• MUST be proficient in MS Excel
• Trust or Financial services industry is also strongly preferred
• Strong organizational skill