Trust & Operations Coordinator

Trust & Operations Coordinator

We are looking for a Trust & Operations Coordinator to join our team in Wilmington, Delaware. In this role, you will be responsible for managing financial and administrative tasks with precision and ensuring compliance with legal and accounting standards. This position requires someone with strong attention to detail and experience in trust and escrow accounts, legal documentation, and accounting processes. This role will consist of managing a portfolio of trust accounts, assisting with asset management, maintaining account openings and closings, monitoring cash flow, conducting trust performance reviews, reviewing sub-custodial data daily, ensuring compliance with applicable laws and regulations, and preparing detailed reports for beneficiaries, trustees, and regulatory authorities. The ideal Trust & Operations Coordinator for this role should be proficient in financial management and accounting principles, and possess excellent communication, interpersonal, and client relationship management skills.

Primary Responsibilities

• Manage individual and corporate trust accounts
• Prepare and manage client invoices and maintain accurate trust and escrow account records
• Identify and mitigate potential risk issues
• Oversee mail merges, AR data entry, and administrative functions
• Support daily accounting operations
• Assist with database maintenance
• Draft, review, and process legal documents, amendments, and correspondence
• Source and build prospect client pipeline
• Build strong relationships with outside wealth advisors

Requirements

The ideal Trust & Operations Coordinator will preferably have a Bachelors degree in Accounting / Finance / Business Administration. Other requirements for the Trust & Operations Coordinator role include and are not limited to :

For more information on this Trust & Operations Coordinator role and other full time accounting and finance opportunities, please contact us at 302.985.5215 and reference JO#00800-0013299418.