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Trust Operations Assistant Jobs in Delaware (NOW HIRING)

WSFS Bank

Corporate Trust Administrator - Part-time

Wilmington, DE · On-site

$45K - $74K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... operations while supporting the administration of assigned corporate trust and custody accounts. The part-time administrator will work alongside experienced team members to assist with account ...

WSFS Bank

Corporate Trust Administrator - Part-time

Wilmington, DE · On-site

$45K - $74K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... operations while supporting the administration of assigned corporate trust and custody accounts. The part-time administrator will work alongside experienced team members to assist with account ...

Fifth Third

Trust Administrator

Wilmington, DE

Serves as the primary interface with trust accounting systems and operations, and implements ... Partner with advisors on client meeting materials. * Assist with client relationship management ...

Kestra Holdings

Trust Administrator II

Wilmington, DE · On-site

  • Medical

  • Retirement

... assist clients with trust-related needs. Lead with Purpose. Partner with Impact. An intermediate-level professional responsible for providing administrative, operational, and data-entry support to a ...

JTC Group

Trust Officer - Private Client

Wilmington, DE · On-site

Prepare timely initial and annual administrative reviews. * Assist in preparation of reports and ... Experience in operational, tax and fiduciary activities in relation to complex, cross border and ...

Wsfsbank

Paralegal - Corporate Trust

Wilmington, DE · On-site

$77K - $127K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Partner with operations, compliance, and risk to ensure consistent procedures for logging and ... * Assist in training trust administrators and junior staff on notice review, escalation, and ...

WSFS Bank

Paralegal - Corporate Trust

Wilmington, DE · On-site

$77K - $127K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Partner with operations, compliance, and risk to ensure consistent procedures for logging and ... * Assist in training trust administrators and junior staff on notice review, escalation, and ...

WSFS Bank

Senior Trust Tax Accountant

Wilmington, DE · On-site

$77K - $127K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... * Assist with tax planning opportunities and support client discussions regarding trust and fiduciary tax implications. * Contribute to process improvements, technology enhancements, and operational ...

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Trust Operations Assistant information

What are the key skills and qualifications needed to thrive as a trust operations assistant, and why are they important?

To thrive as a Trust Operations Assistant, you need strong attention to detail, organizational skills, and a foundational understanding of trust and estate administration, often supported by a degree in finance, business, or a related field. Familiarity with trust accounting software, document management systems, and proficiency in Microsoft Office are typically required. Excellent communication, problem-solving abilities, and a high degree of discretion help you stand out in this sensitive and client-focused role. These skills ensure accurate processing of trust transactions, compliance with regulations, and effective support for both clients and internal teams.

What is a trust operations assistant?

Trust Operations Assistants are professionals who support the daily operations of trust departments within banks or financial institutions. They handle administrative tasks such as processing transactions, maintaining client records, preparing reports, and ensuring compliance with regulatory standards. Their role is crucial for the smooth functioning of trust services, which may include estate planning, asset management, and fiduciary responsibilities. Trust Operations Assistants often work closely with trust officers and other financial professionals to provide accurate and efficient support. Attention to detail and strong organizational skills are essential in this position.

What are some typical challenges trust operations assistants face when managing daily transactions and account maintenance?

Trust Operations Assistants often handle high volumes of sensitive financial data and transactions, which requires strong attention to detail and adherence to strict regulatory standards. A common challenge is ensuring accuracy and timeliness when processing account activities, such as asset transfers, distributions, and reconciliations. Additionally, they must communicate effectively with trust officers, clients, and other departments to resolve discrepancies and maintain smooth operations. Staying updated with evolving compliance requirements and internal procedures is also key to success in this role.

What are popular job titles related to Trust Operations Assistant jobs in Delaware?

For Trust Operations Assistant jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Trust Operations Assistant jobs in Delaware look for?

The top searched job categories for Trust Operations Assistant jobs in Delaware are:

What cities in Delaware are hiring for Trust Operations Assistant jobs?

Cities in Delaware with the most Trust Operations Assistant job openings:

Trust Operations Assistant jobs near you

Senior Relationship Manager - Trust Onboarding

Eleutherian Trust Company

Wilmington, DE • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Senior Relationship Manager - Trust Onboarding is responsible for managing the end-to-end onboarding of new trust relationships while serving as a primary point of contact for clients, advisors, and internal teams. This role ensures a smooth, compliant, and high-touch client experience, from initial intake through account establishment and ongoing relationship management.
The ideal candidate combines strong fiduciary knowledge, exceptional client service skills, regulatory awareness, and operational precision, with the ability to thrive in a small, entrepreneurial trust company environment.
Key Responsibilities
Client Onboarding & Account Setup
  • Manage the full onboarding lifecycle for new trust, estate, foundation, and fiduciary accounts.
  • Review trust documents, governing instruments, and supporting materials for completeness, accuracy, and compliance.
  • Coordinate KYC, AML, CIP, and due diligence processes in accordance with regulatory requirements.
  • Work closely with legal, compliance, and operations teams to ensure proper account establishment.
  • Prepare onboarding summaries and account profiles for internal approval and acceptance committees.

Relationship Management
  • Serve as a primary relationship contact for clients, beneficiaries, attorneys, CPAs, financial advisors, and family offices.
  • Build long-term client relationships through responsive, high-quality service.
  • Address client inquiries related to account setup, administration, distributions, and trust operations.
  • Proactively identify client needs and recommend appropriate fiduciary and administrative solutions.

Trust Administration Support
  • Assist with interpretation of trust documents and administrative provisions.
  • Support discretionary distribution requests, documentation, and approvals.
  • Coordinate funding of new accounts and asset transfers.
  • Ensure accurate account documentation and system setup.

Compliance & Risk Management
  • Ensure onboarding and ongoing relationships adhere to regulatory, fiduciary, and internal policy requirements.
  • Monitor documentation standards, regulatory compliance, and risk management protocols.
  • Assist in audits, examinations, and regulatory reviews.

Process Improvement & Operations
  • Help design, improve, and document onboarding workflows and procedures.
  • Identify opportunities to improve efficiency, service quality, and compliance controls.
  • Participate in system enhancements and digital onboarding initiatives.

Qualifications
Education & Experience
  • Bachelor's degree in Finance, Business, Accounting, Economics, Legal Studies, or related field (required).
  • 7+ years of experience in trust administration, fiduciary services, private banking, or wealth management.
  • Experience in trust onboarding, fiduciary operations, compliance, or relationship management strongly preferred.
  • Knowledge of trust structures, estate planning concepts, fiduciary law, and regulatory requirements.

Skills & Competencies
  • Strong understanding of trust administration, fiduciary duties, and regulatory compliance.
  • Exceptional communication and interpersonal skills.
  • High attention to detail with strong organizational and documentation skills.
  • Ability to manage multiple priorities in a fast-paced, small-company environment.
  • Strong judgment, discretion, and professionalism when handling sensitive client matters.
  • Proficiency in trust accounting systems, CRM platforms, and Microsoft Office.

Certifications (Preferred but Not Required)
  • CTFA (Certified Trust and Fiduciary Advisor)
  • JD

Compensation & Benefits
  • Competitive salary based on experience
  • Performance-based bonus
  • Health, dental, and vision insurance
  • Retirement plan
  • Paid time off and holidays
  • Professional development and continuing education support

Why Join Us
  • Work closely with senior leadership in a boutique, entrepreneurial environment
  • Meaningful client relationships and high-impact role
  • Opportunity to shape onboarding processes and client experience
  • Long-term growth potential

Apply