Trust Administrator #37365
Legal
Wilmington, DE Direct Hire Nov 21, 2024
Contemporary Staffing Solutions (CSS) is seeking a detail-oriented and organized Trust Administration to join our client for a hybrid role in Wilmington, DE. This permanent opportunity offers $70,000-$80,000 annually. The ideal candidate will have a background in legal or trust management, strong analytical abilities, and exceptional communication skills. This role involves ensuring compliance with legal and financial regulations while maintaining high service standards for clients.

Responsibilities:
  • Collect, evaluate, and organize necessary trust documentation and prepare files for new accounts.
  • Establish and manage trust accounts, including opening bank and brokerage accounts.
  • Process investment transactions, distributions, and expense payments in accordance with trust agreements.
  • Conduct compliance checks for new trusts and resolve exceptions, adhering to all regulatory requirements.
  • Serve as a liaison with clients, attorneys, and advisors to ensure seamless account management.
  • Conduct annual reviews of assigned trusts and maintain accurate records using trust accounting software.
  • Prepare reports, business correspondence, and beneficiary notices, ensuring timely and accurate delivery.
  • Assist in preparing invoices for trustee services and support the collection of outstanding fees.
  • Training: Mentor and train trust administration assistants as needed.
  • Stay updated on legal, tax, and investment developments impacting trust accounts.

Qualifications:
  • Bachelor’s degree from an accredited institution; additional certifications (e.g., Paralegal Certificate, CTFA) or relevant training (e.g., Cannon or ABA Trust School) are a plus.
  • At least three years of experience in legal or trust administration.
  • Strong understanding of trust documents, legal terminology, and regulatory requirements.
  • Proficiency in Microsoft Office; experience with trust accounting systems (e.g., AccuTrust, Cheetah, SEI, SunGard) preferred.
  • Excellent organizational, analytical, and interpersonal communication skills.

Contemporary Staffing Solutions (CSS) has been a leading provider of contract, temporary, temporary-hire & direct hire solutions. We began as a staffing agency and evolved to a national provider of workforce management solutions with a niche recruitment focus in Accounting & Finance, Call Center & Office, Human Resources, Sales & Marketing, & Information Technology. To learn more about CSS, visit our website: www.ContemporaryStaffing.com.