Trust Administrative Officer I — Client Service & Accounts
Bank of America
Bank of America in Wilmington, DE is seeking a Delaware Trust Administrative Officer I to provide administrative support within the client relationship team. You will act as a trusted contact for fiduciary accounts and assist with servicing, deposits, transfers, and tax requests to meet client expectations. You will collaborate with Delaware Trust Officers and other team members in a fast-paced environment, ensuring compliance with internal policies and regulatory requirements while delivering #J-18808-Ljbffr Bank of America
- ...Wilmington is looking for a Delaware Trust Administrative Officer II to assist in managing... ...support, performing account maintenance, and ensuring compliance... ...or relevant financial service experience, alongside a strong commitment to client service. Opportunities for growth...Accounts
- ...Growth and delivering for our clients, teammates, communities... ...is committed to an in-office culture with specific requirements... ...impact. Join us!Delaware Trust Administrative Officer II (DE TAO II),... ...Trust Officers. Performs servicing and account maintenance activities, which...AccountsFull timeWork at officeWork from homeShift workDay shift
- Job Overview As a Trust Officer Senior with Arden Trust Company, you... ...oversee Special Needs Trust account administration in addition to other... ...account types. You will ensure client satisfaction of trust beneficiaries... ...a minimum of 1 year of service with Kestra. Internal...AccountsWork experience placement
- Delaware Trust Administrative Officer I (DE TAO I) Location: Wilmington, DE The DE TAO I teams with... ...fiduciary/trust relationships, to meet client needs and expectations. Acts as an... ...Delaware Trust Officers. Performs servicing and account maintenance activities, primarily...AccountsShift workDay shift
- The Accredited Estate Planner is seeking a Trust Administrator in Wilmington, DE. You will play a key role in managing trust accounts, working with clients and co-trustees to provide exceptional service. Ideal candidates will have relevant experience and strong communication...Accounts
- JTC Group is seeking a Senior Trust Officer to join the Private Client Services team in a hybrid workplace. The role oversees complex fiduciary accounts and international clients, ensuring accurate administration and adherence to fiduciary duties. You will support staff...Accounts
- ...Tiedemann Global in Wilmington, DE seeks a Trust Administrator to support Trust Officers in UHNW trust administration and coordinate with Tax, Operations and Client Service for a cohesive client experience. You will open new trust accounts, manage fundings and daily...Accounts
$175k - $225k
Trust Relationship Manager and Estate Settlement Advisor... ...supporting the trust administration department. Duties... ...and delegated accounts as well as US domestic and international clients. MAIN RESPONSIBILITIES... ...superior level of client service while effectively managing...Accounts- Wilmington Trust is seeking a trusted administrator to support Global Capital Markets trust... ...private and institutional clients. You will assist... ...processing of transactions and account activity. The role emphasizes... ...strong customer service, effective communication,...Accounts
- ...through dedicated DEI, community service, and attorney development work.... ...an obsession with exceptional client service. Today, with over 100 attorneys in 14 offices in 12 states, Maron Marvel is... ...immediate opening for an Office Administrative Coordinator. This is an excellent...Work at officeImmediate start
$24.87 - $41.45 per hour
Overview: Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.Supports less experienced account relationship managers with limited supervision. May serve as administrator for...AccountsHourly payFull timeWork experience placementImmediate start- ...Department of a large, multi‑office law firm, the... ...outstanding and delinquent accounts receivable arising... ...legal billing practices, client engagement protocols,... ...overseeing the daily administration of ARCS (Accounts Receivable... ...or other professional services organization. Minimum...AccountsFull timeContract workWork experience placementWork at office
- ...who serve as local experts and trusted advisors, supported by... ..., accurate, and professional service. Farmers of Salem is committed... ...Description This is a full-time Accountant role in a hybrid work arrangement... ...Proficiency in Microsoft Office 365, especially Excel Experience...AccountsFull timeWork at officeLocal areaWork from home
$89k - $148.3k
Wilmington Trust is seeking a Relationship Manager responsible for managing client relationships and the daily administration of Global Capital Markets accounts. This role requires ensuring compliance with... ...delivering exceptional client service. The ideal candidate will...Accounts- Chilton Trust is seeking a Chief Trust Officer to supervise trust operations and fiduciary accounts. The role involves presenting recommendations, compliance monitoring, and collaborating with Wealth Planners on estate planning and tax advice. The ideal candidate will have...Accounts
- Arden Trust Co in Wilmington, Delaware is seeking... ...Intermediate Trust Administrator to support Trust Officers in providing exceptional trust services. The role requires a... ...administration of trust accounts, managing daily activities, and ensuring client satisfaction. The...Accounts
- ...Advisors is seeking a Senior Trust Officer to administer a book of trust accounts in accordance with... ...relationships with clients and advisors. You will... ...legal documents, maintain service levels, and coordinate... ...role requires deep trust administration expertise and strong communication...Accounts
- Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role involves collaborating with relationship teams and overseeing Trust Administrators. The ideal candidate will have 5 to 10 years of...Accounts
- ...Delaware is seeking a Trust Associate to support day-to-day administration of a diverse book... ...personal trust accounts for high-net-worth... ...collaborate with the trust officer, account advisors,... ..., and individual clients. Responsibilities... ...standards of service, compliance, and...AccountsWork at office
- AlTi Tiedemann Global in Wilmington seeks a Tax Administrator to support the Tax Accountant and run fiduciary tax operations for trusts and accounts. You will liaise with external preparers and internal officers to ensure timely tax compliance and accurate filings. The...Accounts
- Arden Trust Company in Wilmington, Delaware is seeking a Trust Officer Senior to manage Special Needs Trust accounts. The successful candidate will ensure client satisfaction, oversee account administration, and lead the development of trust administrators. The position...Accounts
- Fifth Third in Wilmington, Delaware seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth accounts, and to act as the primary fiduciary advisor for clients and advisors. The role emphasizes risk management, adherence to governing...Accounts
- Schwab is seeking a Trust Officer to grow and maintain relationships with registered investment advisors,... ...required in the specified locations. You will lead client service, coordinate discretionary distributions, review accounts, and mentor junior staff while contributing to...Accounts
- M&T Bank Corporation in Wilmington, Delaware, seeks a Trust Administrator within Global Capital Markets to support Relationship Managers and administer complex client accounts. You will handle routine admin tasks, assist with cash disbursements, trades, and account balances...AccountsWork experience placement
- Bryn Mawr Trust Co. in Delaware seeks a Tax Manager for Personal Tax Services to oversee the preparation of complex trust and individual federal, state, and local returns and tax reporting for investment accounts. The role requires 7+ years of trust tax experience, strong...AccountsLocal area
- Schwab in Wilmington, DE seeks a Trust Officer to manage a designated book of trust accounts, ensuring compliance with state and federal regulations and internal policies. 5+ years in personal trust administration, knowledge of Delaware/Nevada trust law, and strong organizational...AccountsWork at office
- ...the importance of in-office collaboration and fully... ...sponsorship.The Trust Officer is responsible... ...assigned book of trust accounts.Ensure each trust account... ....Maintain high client service levels through prompt... ...distributions for the administrative file and for the Personal...Accounts16 hoursFull timeWork experience placementWork at office
- ...Group is seeking a Senior Trust Officer to join our Trust and Wealth... ...oversees complex fiduciary accounts for US domestic and international clients, with emphasis on service quality and fiduciary risk... ...candidate has extensive trust administration experience, cross-border...Accounts
- ...Bank in Wilmington, DE seeks a Trust Administrator to support Global Capital Markets trust and private client administration. You will work with... ...transactions, and help manage accounts under supervision. The role emphasizes client service, accuracy, and adherence to risk...Accounts
- Wilmington Trust is seeking a senior Global Capital Markets professional to oversee complex GCM accounts and manage key client relationships in Wilmington, Delaware. You will coordinate with... ...while maintaining strong client service. The role emphasizes risk management...Accounts
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