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Ctfa Jobs in Delaware (NOW HIRING)

Fidelity Investments

Trust Officer

Greenville, DE · On-site

CTFA preferred. * Managing a sophisticated book of business, including workflow for Trust Administrator * Ensuring account activity complies with trust document, applicable law, and internal ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair, competitive, and market-informed pay for our ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair, competitive, and market-informed pay for our ...

Wilmington Trust

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair, competitive, and market-informed pay for our ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair, competitive, and market-informed pay for our ...

Wilmington Trust

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair, competitive, and market-informed pay for our ...

TIAA

Sr. Trust Administrator

Newark, DE · On-site

$81K - $118K/yr

JD or CTFA preferred Related Skills Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen ...

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All JobsCtfa JobsCtfa Jobs in Delaware

Ctfa information

See Delaware salary details

$39.5K

$87.8K

$123.1K

How much do ctfa jobs pay per year?

As of Sep 8, 2026, the average yearly pay for ctfa in Delaware is $87,753.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,100.00 and $107,600.00 per year, depending on experience, location, and employer.

What is a CTFA?

A Certified Trust and Fiduciary Advisor (CTFA) is a financial professional who specializes in trust administration, estate planning, investment management, and fiduciary responsibilities. They typically work in banks, trust companies, or financial institutions, helping clients manage assets, plan for wealth transfer, and ensure legal compliance. Earning the CTFA designation requires relevant work experience and passing an exam administered by the American Bankers Association (ABA).

What are the main responsibilities of a Certified Trust and Fiduciary Advisor (CTFA)?

A CTFA is responsible for managing client trusts, estates, and investment accounts, ensuring compliance with legal and regulatory requirements. Daily tasks often include meeting with clients to discuss financial goals, preparing reports, coordinating with attorneys and tax professionals, and executing complex asset transfers. You may also help design estate plans, address beneficiary questions, and review investment performance. The role provides a balance of client interaction, strategic planning, and attention to legal details, working closely with other members of the wealth management team to deliver comprehensive financial solutions.

What are the key skills and qualifications needed to thrive as a CTFA?

To thrive as a Certified Trust and Fiduciary Advisor (CTFA), you need a background in wealth management, trust administration, and a comprehensive understanding of fiduciary laws and regulations, typically supported by a relevant bachelor's degree and CTFA certification. Proficiency with trust accounting software, portfolio management tools, and compliance platforms is common in this role. Strong interpersonal skills, ethical judgment, and attention to detail help professionals effectively serve clients and build lasting relationships. These skills and qualifications are essential for providing sound fiduciary guidance, managing complex client portfolios, and ensuring regulatory compliance.

How to become a certified food technologist assistant?

To become a certified food technologist assistant, candidates typically need a high school diploma or equivalent and may pursue relevant certifications such as food safety or sanitation training. Gaining experience in food production or quality control environments can also be beneficial. Certification requirements vary by employer and region but often include completing specific training programs and passing relevant exams.

What kind of jobs does a Ctfa get?

A CTFA (Certified Trust and Financial Advisor) typically works in wealth management, trust administration, estate planning, and financial advising. They often handle client portfolios, provide investment guidance, and ensure compliance with financial regulations, requiring strong analytical skills and relevant certifications.

What are the most commonly searched types of Ctfa jobs in Delaware?

The most popular types of Ctfa jobs in Delaware are:

What are popular job titles related to Ctfa jobs in Delaware?

For Ctfa jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Ctfa jobs in Delaware look for?

The top searched job categories for Ctfa jobs in Delaware are:

Ctfa jobs near you
Infographic showing various Ctfa job openings in Delaware as of September 2026, with employment types broken down into 100% Full Time. Highlights an 94% In-person, 2% Hybrid, and 4% Remote job distribution, with an average salary of $87,753 per year, or $42.2 per hour.

Trust Administrator

International Search Consultants

Wilmington, DE

Full-time

Re-posted 14 days ago

Job description

Trust Administrator – Fiduciary Administrator

Wilmington, DE

ISC’s team of Financial Services Recruiters is partnering with a prominent and growing global investment firm. The firm specializes in providing customized global investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.


The Firm is seeking a talented Trust/Fiduciary Administrator for their Trust team. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand. The Trust Administrator will be instrumental in reading, interpreting, and administering Trusts for UHNW clients. This individual will partner with the Fiduciary Counsel team on sophisticated wealth planning strategies including trust & estate planning and oversight.


Qualifications:

  • Bachelor’s degree required.
  • Ideally this person is in process of completing or holds the Certified Trust and Financial Advisor (CTFA) designation, however, not required.
  • Minimum of 3 years of estate and trust administration experience.
  • Requires knowledge of personal trust, IRAs, estates, and official guardianship administration.
  • Hands on experience with UHNW Clients.


Rewards:

  • Rapidly growing and well-established organization.
  • Growth opportunity to work with complex trusts. 
  • Competitive total compensation program inclusive of base salary, bonus, and profit sharing with excellent benefits.
  • Rewarding culture and team within a client focused, family-oriented firm.

 

Core Responsibilities:

  • Providing complete administration of personal trust accounts for moderately to complex situations.
  • Represents the Firm in contact with Ultra High Net Worth Clients, outside counsel, CPA’s and other outside parties.
  • Administers assigned personal accounts, studies and analyzes the trust instrument and determines and adheres to the responsibilities, duties, and terms of the governing trust document.
  • Calculates principal and income statements.
  • Calculate Annual CRT, Unitrust, and Power to adjust distributions.
  • Monitors account activity ensuring compliance with established policies, procedures, rules, and regulations.
  • Partners with Senior Trust Officer and Fiduciary Counsel on more complex problems and situations
  • Obtains appropriate documentation on accounts ensuring client accounts are up to date.
  • Authorizes payments from accounts, considers tax liabilities, and recommends/approves discretionary payments.
  • Contact clients with required minimum distributions from IRAs and order distributions as well as other distributions from IRAs.
  • Open, collect assets, and tax information for custody accounts. Transfer cash and assets as requested.
  • Initiate and monitor asset transfers.
  • Maintain and review fees and ensure client billing is correct. Additionally, maintain internal reviews of all accounts and coordinate with Fiduciary Counsel and Investment Advisors as needed.


How to Apply:

Please contact Lisa Finch, lisaf@iscjobs.com, 888-771-1488