Trust Administrator Senior--Arden Trust Company

Posted: December 30, 2024

 

Arden Trust Company
Trust Administrator Senior 
Wilmington, DE, USA

 

SUMMARY:

Advanced professional role requiring high skill with extensive proficiency. Provide administrative and data entry support for Trust Officer in support of Trust business objectives.
 

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

  • Works independently with only administrative supervision and the ability to overcome major obstacles and recognize early when issues should be escalated or a senior peer needs to be consulted.
  • Wide latitude for independent judgment and is expected to provide guidance and cross-training to others.
  • Effectively communicates with all levels of technical and non-technical personnel.
  • Supports assigned Trust Officer in the administration of trust accounts.
  • Interacts in an ongoing relationship with associated financial partners and trust clients.
  • Assists with account administration functions to ensure client satisfaction.
  • Performs daily account activity:
    • Posts receipts
    • Enters pending trade orders
    • Raises cash for distributions
    • Enters check/wire requests
    • Submits ACH transfer instructions
    • Handles account inquiries
    • Opens/closes accounts
    • Researches account discrepancies
    • Calculates fee sharing data, including manual calculations when necessary
  • Administers all systems related to management of trust accounts.
  • Maintains all account documentation for current and historical monitoring of accounts.
  • Special projects and other related duties assigned as needed.

 

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities:

  • Strong organizational and communication skills
  • Ability to multi-task
  • Working knowledge of Microsoft Office
  • Trust system experience

 

SUPERVISORY RESPONSIBLITIES: None

 

EDUCATION AND/OR EXPERIENCE: 

  • Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
  • 5 – 7 year’s Trust Administrator experience

 

CERTIFICATES, LICENSES, REGISTRATION: None

 

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Ability to sit at a computer for long periods of time
  • Standing, walking, talking, hearing, sitting, reaching, grasping

 

OTHER DUTIES:

Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

 

TO APPLY:  https://www.linkedin.com/company/arden-trust-company/posts/?feedView=all  (see Jobs tab)
 

 

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