Trust Administrative Assistant Job at Robert Half (Wilmington)

Trust Administrator

Financial Services company located in the Greater Delaware area seeks a Trust Ad...

Location

United States , Wilmington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years legal and/or trust administration experience
MUST be proficient in MS Excel
Experience with AccuTrust, Cheetah, SEI or SunGard software a plus
Strong organizational skills

Job Responsibility

Manage individual and corporate trust accounts
Assist with trust administrative activities
Keep abreast of all Trust rules and regulations
Identify and mitigate potential risk issues
Assist with database maintenance
Initiate the auditing process
Source and build prospect client pipeline
Build strong relationships with outside wealth advisors

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Trust & Tax Assistant

A well-established and supportive Private Wealth team in Manchester is looking t...

Location

United Kingdom , Manchester

Salary:

27000.00 - 42000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Strong administrative skills and a genuine interest in private wealth, trusts, or estate work
Prior experience in a private client setting or exposure to trust/estate administration is desirable
Excellent attention to detail and ability to manage multiple tasks effectively
Strong communication, time management, and organisational skills
Proactive, self-motivated individual with the ability to take ownership of tasks
Familiarity with CCH or similar tax software is an advantage, though training will be provided

Job Responsibility

Liaising with clients, accountants, and investment managers to support trust and estate matters
Assisting with the preparation of trust accounts and returns for inheritance tax, capital gains tax, and income tax
Handling payments and capital/income distributions
Preparing documentation for trustee meetings, including drafting meeting minutes
Supporting the management of case deadlines, billing, and client updates
Assisting in the drafting and review of investment policy statements
Maintaining professional standards in all client communications

What we offer

Clear progression pathways and ongoing training in trust and tax administration
Work in a modern office based in Manchester’s Spinningfields with hybrid flexibility (up to 2 remote days per week)
Supportive environment with long-term career potential in private wealth

Fulltime

Administrative Assistant

We are offering a permanent employment opportunity for an Administrative Assista...

Location

United States , Tucson

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in answering inbound calls effectively and professionally
Exceptional customer service skills, with a focus on delivering high-quality support
Proficient in data entry tasks, ensuring accuracy and attention to detail
Experience in managing email correspondence, including drafting, sending and sorting emails
Ability to handle both inbound and outbound calls, demonstrating excellent communication skills
Proficiency in Microsoft Excel, including creating spreadsheets, using formulas and generating reports
Experience in using Microsoft Outlook for managing emails, calendar appointments and tasks
Proficiency in Microsoft Word for creating documents, reports and letters
Demonstrable experience in scheduling appointments, managing calendars and coordinating meetings.

Job Responsibility

Accurately process and maintain customer credit applications
Ensure accurate files and records of assigned accounts are maintained
Liaise with various Operations Department functions and Trust Officers
Monitor account activity and ensure compliance with established policies, procedures, rules, and regulations
Communicate effectively with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other trust professionals regarding assigned accounts
Serve as a backup for Front Desk Administrator when required
Open and close all assigned trust accounts on the trust accounting system
Maintain a tickler system for all assigned trust accounts, ensuring a high level of follow-up
Process payments, distributions, real estate taxes, and estimated tax payments for assigned accounts
Handle other duties as assigned

What we offer

competitive compensation and benefits
free online training
medical, vision, dental, and life and disability insurance
eligibility to enroll in company 401(k) plan

Senior Executive Assistant

We are currently seeking a Senior Executive Assistant to work closely with our s...

Location

Canada , Vancouver; Toronto

Salary:

96900.00 - 131100.00 CAD / Year

Clio

Expiration Date

Until further notice

Requirements

10+ experience working as an executive assistant or a proven track record of success providing administrative coordination in a professional setting
Exposure to senior leaders, business strategy and decision-making
High degree of trust and integrity around the protection of confidentiality
Collaborative and self-starter mindset with a bias to action
Flawless written and verbal communication skills, even under pressure
Strong interpersonal skills and capacity to develop high levels of trust
The capacity to multi-task and possession of excellent time management skills
Impeccable attention to detail
Resourceful and able to work independently with a deadline-oriented mindset
Proficiency in Mac operating environments, Google Suite, Slack, Asana and Concur

Job Responsibility

Contribute to the planning, organization, and execution of special projects - including high-profile international events and key organizational initiatives
Oversee and manage schedules, appointments, and travel arrangements for the Senior Leadership Team
Coordinate team events, support community-building, and handle logistical tasks, as requested
Manage group-wide meetings and agendas, take notes, and track action items for the Senior Leadership Team
Review, route, and respond to incoming e-mail correspondence and organizational requests on behalf of the Senior Leadership Team
Organize, track and reconcile professional finances and expenses
Coordinate communications and liaise directly with external partners, vendors, and clients
Create and maintain internal documentation, knowledge management, and communications for the Executive Assistant team
Maintain a high degree of trust and integrity around the protection of confidentiality as an expectation
Act as an exemplar of Clio’s values and culture, serving as an ambassador for the Senior Leadership Team both internally and externally

What we offer

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week
Flexible time off policy, with an encouraged 20 days off per year
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Fulltime

Private Personal Assistant

This is a varied and rewarding part-time opportunity offering autonomy, responsi...

Location

United Kingdom , Wimbledon

Salary:

35000.00 - 40000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Extensive experience in a PA or administrative role, preferably supporting a private individual or HNW client
Exceptional organisational and communication skills, with the ability to multitask effectively
Proficient in Microsoft Office, particularly Excel, Outlook, and Tasks
Familiarity with SharePoint and document management systems
Discreet, trustworthy, and adaptable, with a proactive and solutions-focused mindset

Job Responsibility

Act as the primary liaison between the client and IT service providers
Ensure timely resolution of technical issues
Use Microsoft Tasks to manage and prioritise both business and personal to-dos
Maintain and organise SharePoint files across multiple entities
Coordinate documentation for investments and trusts (e.g., QNUPS, offshore pensions, Investec portfolio)
Track investment performance and assist with monthly financial reviews
Prepare and monitor budgets, track expenses, and manage fund transfers
Oversee direct debits, school fees, family maintenance, and personal payments
Liaise with agents and legal teams regarding the rental and sale of UK properties
Manage administrative tasks related to a Portuguese property and coordinate with overseas managers

Parttime

Trust Officer

To take responsibility for a designated portfolio of trusts and corporate struct...

Location

Salary:

Not provided

NSM Team

Expiration Date

Until further notice

Requirements

A minimum of three to four years relevant experience
A relevant qualification eg: ICSA or STEP Diploma
A commitment to a career in trust and company administration
Excellent written and verbal communication skills
The ability to use MS Word, Excel and Outlook at an intermediate level
A commitment to and focus on providing quality client service
Strong team skills and be flexible to change and the needs of the business
Analytical skills and be detail orientated
The ability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
The ability to drive and execute tasks and encourage others to do so

Job Responsibility

Have a good understanding of trust and corporate regulatory requirements
Become familiar with team’s existing allocated client portfolio
Ensure quality day to day service for team’s client portfolio
Pro-actively work with internal individuals and groups to ensure timely delivery of client data
Ability to resolve queries/find solutions
Be familiar with and adhere to NSM’s internal practices and procedures
Always adhere to internal regulatory procedures
Focus on chargeable time, manage, and record own time effectively
Be responsible for and effective in cash collection and control of debtors for own clients and provide guidance for administrators/senior administrators in the team
Understand and be pro-active in relation to client acceptance procedures and the associated risk involved

Junior Personal Assistant

We are looking for a proactive, organised and people-focused Junior Personal Ass...

Location

United Kingdom , London

Salary:

30000.00 - 35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Highly organised and detail-oriented
Able to manage multiple priorities with ease
Strong written and verbal communicator
Trusted with confidential information and known for discretion and professionalism
Able to build strong relationships across teams and levels of seniority
Proactive, collaborative and enthusiastic about supporting others
Comfortable using Microsoft Office and communication tools like Microsoft Teams, SharePoint, or similar platforms
Previous experience in a PA, admin, or internal communications role is essential

Job Responsibility

Organise and support internal events such as Conferences, Town Hall Meetings, and team sessions
Ensure employees across all brands feel informed, engaged, and valued
Provide day-to-day administrative assistance to three Executive Board members
Manage busy diaries, coordinate travel and accommodation, and oversee inbox and expense management
Assist in the planning and delivery of internal comms campaigns and initiatives
Write engaging copy for newsletters, announcements, and updates
Manage the content calendar and create simple visuals/graphics for internal channels
Act as a key liaison for the Executive Assistant to the CEO
Work closely with the finance team to manage department budgets and process invoices

Fulltime

Executive Assistant to CEO

This role is key to keeping the Chief Executive Officer focused on priority exec...

Location

United States , New York

Salary:

139000.00 - 173500.00 USD / Year

BlackLine

Expiration Date

Until further notice

Requirements

6+ years of experience as an executive assistant or equivalent role supporting senior executives (public company experience preferred)
Bachelor's degree or equivalent experience
Highly proficient in Microsoft Office applications: Word, Excel, Outlook, PowerPoint
Proficiency in expense reporting systems, preferably Concur
Absolute dependency – errors are rare, deadlines are sacred
Project calm, confidence, and stability
Exceptional communication skills
Proven success in managing schedules and calendars, with the ability to anticipate obstacles and respond to a constantly changing working environment
Ability to understand the big picture and be proactive to prevent problems/conflicts
Knowledge of proper administrative protocol and the ability to interface with all types of people in a friendly and professional manner

Job Responsibility

Anticipate needs before they are spoken
Exercise impeccable judgment on what should reach the CEO and what should be filtered out
Read the room well – knows what matters to the CEO at that point in time
Understand the company’s business model, financials, competitive landscape, and CEO’s priorities
Represent the CEO with warmth, authority, and professionalism
Manage the CEO’s calendar
Arrange travel (domestic and international)
Handle surprise without panic – always have a plan B
Manage expenses
Prepare and organize meetings

What we offer

short-term and long-term incentive programs, based on eligibility, along with a robust offering of benefit and wellness plans

Fulltime

Trust Administrative Assistant

Robert Half

Location:
United States , Wilmington

Category:
Office Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 07, 2026

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:February 07, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:
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Job Posted:
February 07, 2026