Senior Trust Administrator

MTB (M&T Bank)

Wilmington, Delaware, United States of America
$68,400.00 - $114,000.00 annual (usd); not specifi...
Provide administrative support to trust officers
Direct contact with grantors, beneficiaries, trustees
Coordinate client service team
Provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others

Job Summary

  • Provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others.
  • Supports the administration and fiduciary management within client relationships, ensuring high-level client service through timely and appropriate interactions.
  • Develops and maintains comprehensive knowledge of systems and coordinates efforts of appropriate Bank resources to support timely delivery of quality service.

Matching Summary

Provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others.

Salary

$68,400.00 - $114,000.00 Annual (USD); Not specified; Not specified

Skills & Requirements

Must-have

  • Provide administrative support to Trust Officers
  • Direct contact with grantors, beneficiaries, Trustees
  • Coordinate client service team
  • Collect critical documents and assets
  • Prepare disbursements
  • Support fiduciary management
  • Maintain knowledge of governing instruments

Nice-to-have

  • Promote an environment that supports belonging
  • Represent the Bank in a professional manner

Key Requirements

  • Bachelor's degree and 2 years' experience supporting fiduciary accounts
  • Minimum of 3 years' estates and trust experience
  • CTFA certification preferred
  • Ability to read and interpret governing instruments
  • Proven verbal and written communication skills
  • Proven presentation skills
  • Proven organizational skills

Work Rights

Not specified

Tailored Resume

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