Trust Administrator
Job in
Wilmington, New Castle County, Delaware, 19894, USA
Listed on 2026-05-20
Listing for:
AlTi Tiedemann Global
Full Time
position Listed on 2026-05-20
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Accounting & Finance -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Job Description
AlTi is seeking a Trust Administrator to join our Firm. The Trust Administrator is responsible for supporting our Trust Officers in the daily trust administration for our ultra-high net-worth ("UHNW") clients. The Trust Administrator will also partner with the Trust Tax, Operations, and Client Service Teams to provide a cohesive client experience.
Job Responsibilities- Support the Trust Officer in providing administration of personal trust accounts for UHNW clients
- Support the Trust Officer with daily trust administration responsibilities
- Work with the Trust Officer, Client Service, and Investment Advisor Teams to open new trust accounts
- Work with the Trust Officer on account fundings, closings, and daily transactions
- Interact with financial custodians to ensure accounts are properly established and have all necessary paperwork
- Review principal and income ledgers weekly for overdrafts and appropriate trust accounting
- Utilize internal systems, including Salesforce to monitor trust activity and anticipate liquidity needs
- Obtain appropriate documentation and ensure client accounts are up to date
- Support the Trust Officer with compliance and audit requests
- Provide superior customer service for accounts under administration
- Engage and partner with all internal groups as business needs arise
- Six months to two years of related experience and/or training
- Strong desire for advancement and growth
- Knowledge of personal trust, IRAs, and estates
- Excellent written and verbal communication skills
- Superior analytical skills and organization skills
- Demonstrates problem solving and decision-making skills
- Extreme ability to prioritize takes and a high attention to detail
- Ability to work within a team environment while also being a self-starter
- High proficiency with Microsoft Excel, PowerPoint, and Word (performance reporting, data/transaction aggregation, data analytics, and CRM)
- Delaware Trust experience preferred
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
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