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Trust Operations Assistant Jobs in Delaware (NOW HIRING)

Burlington

Operations/Service Manager II

Wilmington, DE · On-site

$20 - $26.65/hr

... trust and respect among peers and staff, building strong teams and partnerships, and driving ... succession planning. * Assist in the management of other store operations areas as needed.

Acuren Inspection, Inc.

RT Assistant

New Castle, DE · On-site

$16.75 - $22.25/hr

Position Summary Acuren is seeking RT Assistant to help support operations in New Castle, DE. THIS ... Paid Time Off Company Overview Acuren is a trusted, single source provider of technology-enabled ...

Acuren Inspection, Inc.

RT Assistant

New Castle, DE

$16.75 - $22.25/hr

Acuren is seeking RT Assistant to help support operations in New Castle, DE. THIS WILL BE A CALLOUT ... Paid Time Off Acuren is a trusted, single source provider of technology-enabled asset protection ...

Acuren Inspection, Inc.

RT Assistant

New Castle, DE

$16.75 - $22.25/hr

Position Summary Acuren is seeking RT Assistant to help support operations in New Castle, DE. THIS ... Paid Time Off Company Overview Acuren is a trusted, single source provider of technology-enabled ...

Acuren Inspection, Inc.

RT Assistant

New Castle, DE · On-site

$16.75 - $22.25/hr

Position Summary Acuren is seeking RT Assistant to help support operations in New Castle, DE. THIS ... Paid Time Off Company Overview Acuren is a trusted, single source provider of technology-enabled ...

WSFS Bank

Executive Assistant II

Wilmington, DE · On-site

$64K - $105K/yr

The incumbent will serve as trusted partner, gatekeeper, and organizational leader, ensuring the efficiency and effectiveness of executive operations. The Executive Assistant must demonstrate ...

WSFS Bank

Executive Assistant II

Wilmington, DE · On-site

$64K - $105K/yr

The incumbent will serve as trusted partner, gatekeeper, and organizational leader, ensuring the efficiency and effectiveness of executive operations. The Executive Assistant must demonstrate ...

Wsfsbank

Executive Assistant II

Wilmington, DE

$64K - $105K/yr

The incumbent will serve as trusted partner, gatekeeper, and organizational leader, ensuring the efficiency and effectiveness of executive operations. The Executive Assistant must demonstrate ...

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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

Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid

M&T Bank

Wilmington, DE • Hybrid

$24.87 - $41.45/hr

Full-time

Re-posted 16 days ago

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

79th of 171 rated banks

Job description

Overview:

Join our Shared Services team as a Transfer Agent Operations Specialist. In this role, you'll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments. You'll work in a fast-paced, high-volume environment where attention to detail and strong problem-solving skills are key.

What You'll Do:

  • Process Transfers & Account Updates: Review and validate physical certificates and documentation to complete ownership transfers, issue new certificates, and update account details in our system.

  • Ensure Accuracy & Compliance: Follow established checklists and controls to meet regulatory requirements, SLAs, and internal standards.

  • Collaborate Across Teams: Work closely with clients and stakeholders to clarify information and resolve discrepancies.

  • Disbursements & Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed.

  • Manage Workflow & Priorities: Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress.

  • Customer Interaction: Respond to inquiries primarily via email (with occasional phone calls) to provide updates and resolve issues professionally.

  • Continuous Improvement: Identify opportunities to streamline processes and enhance operational efficiency.

What a Day Typically Looks Like:

Start by reviewing your workflow queue for pending transfers requests, prioritize based on payment dates or SLAs, and conduct initial document reviews. If documentation is incomplete, initiate follow-up. When capacity allows, assist with cross-training tasks or projects assigned. Expect occasional problem-solving, such as verifying original signatures or authenticating bond documents.

Education and Experience Required:

  • Associate's degree, or equivalent work experience

  • 2+ years' relevant work experience

What We're Looking For:

  • Operational Expertise: Background in operations or high-volume processing (mortgage or similar experience works as well).

  • Detail-Oriented & Analytical: Skilled in reviewing complex documents and spotting discrepancies. Strong problem-solving, organizational, and interpersonal skills.

  • Adaptable & Organized: Comfortable shifting priorities quickly to meet SLAs and deadlines.

  • Strong Communication: Ability to work with internal partners and respond professionally to client inquiries.

  • Tech-Savvy: Proficient in data entry, Microsoft Excel, and workflow systems; quick learner for new tools.

  • Financial Services Knowledge: Helpful, but not required - training provided.

Work Location & Work Model:

  • Eligible candidates must live within reasonable commuting distance to 1100 North Market Street, Wilmington, DE 19801

  • This is a hybrid role requiring four days per week in the office

Scheduled Shift/Required Availability:

  • Monday-Friday, 8:00am-5:00pm

Why Join Us?

You'll be part of a collaborative team that values accuracy, efficiency, and client service. We offer comprehensive training, opportunities for cross-functional learning, and a chance to grow within a dynamic financial services environment.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationWilmington, Delaware, United States of America

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