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Trust Operations Assistant Jobs in Delaware (NOW HIRING)

Kestra Holdings

Trust Administrator II

Wilmington, DE · On-site

... 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 ...

Petco

Sales Specialist

Christiana, DE · On-site

In this role, you go beyond day-to-day selling by serving as a mentor, role model, and trusted partner on the sales floor. You support store operations, assist leadership as needed, and help develop ...

Petco

Sales Specialist

Christiana, DE · On-site

In this role, you go beyond day-to-day selling by serving as a mentor, role model, and trusted partner on the sales floor. You support store operations, assist leadership as needed, and help develop ...

Workiva

$22/hr

You will assist in the day-to-day operation of Workiva's systems and constantly look for ways to ... The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions ...

Workiva

$22/hr

You will assist in the day-to-day operation of Workiva's systems and constantly look for ways to ... The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions ...

Workiva

$22/hr

You will assist in the day-to-day operation of Workiva's systems and constantly look for ways to ... The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions ...

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Trust Operations Assistant information

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 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 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
Infographic showing various Trust Operations Assistant job openings in Delaware as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Trust Administrator II

Wilmington, DE • On-site

Kestra Holdings
Finance and Insurance • 1 - 5K employees
Learn more about Kestra Holdingsexternal

Full-time

Medical, Retirement

Re-posted 7 days ago

Job description

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company's primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust's expertise in trust services. Arden Trust's advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to 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 Trust Officer in alignment with trust business goals. This role requires moderate experience, strong organizational capabilities, and a high level of proficiency in administrative processes and trust-related workflows.
What you'll Do:
  • To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.
  • Supports the assigned Trust Officer in the administration of trust accounts.
  • Works under general supervision with latitude for independent judgment.
  • Works on multiple concurrent projects of medium complexity. Is an active team member, contributes to complex projects to gain experience, shares ideas and suggests process improvements appropriate for level of experience.
  • Identifies non-routine issues and routes/escalates to the appropriate team member.
  • 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 o 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

What You Bring:
  • To perform this job successfully, the individual should have the following skills and abilities.
  • Bachelor's degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
  • 3 - 5 year's Trust Administrator experience.
  • Strong organizational and communication skills
  • Ability to multi-task
  • Working knowledge of Microsoft Office

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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