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In-House
Legal Staff
Trusts and Estates
Min 4 yrs required
Delaware Trust Admin Officer I The candidate responsibility for initially performing core service support and fulfillment activities to meet U.S. Trust’s Trust and Investment Management client needs and expectations. Trust product expert who acts as an administrative support resource but can also over time serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers. Provides critical and core administrative client service and support (e.g. assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs. Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc. Bachelor’s Degree required or equivalent 4+ years experience in trust fiduciary estate administration supporting wealth management line of business. Must have proven understanding of fiduciary law, tax investments and administration. Additional Legal, Paralegal and/or JD degree a plus. Fiduciary Education and Training is desired. Paralegal or relevant legal and /or trust administration highly desired.
Job number: 18022604
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