Trust Administrator Job at Robert Half (Wilmington)

Senior Trust Administrator

This position reports to the Trust Manager / Assistant Manager. The Senior Trus...

Location

Salary:

Not provided

NSM Team

Expiration Date

Until further notice

Requirements

A minimum of 2 years relevant experience in the trust field
Commenced studying for a relevant qualification such as STEP or ICSA
A commitment to a career in trust and corporate administration
Accurate written and effective verbal communication skills
The ability to use MS Word, Excel and Outlook at an intermediate level
A demonstrated commitment to consistently providing quality client service
Good team skills and be flexible to change and the needs of the business
Be detail orientated and analytical
Be capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
The ability to take responsibility for and to drive and execute tasks

Job Responsibility

Undertake all routine administration for clients or as instructed by the Manager
Accurately effect client banking instructions
Have an awareness of client take on procedures and the associated risk involved
Become familiar with team’s existing allocated client portfolio
Ensure quality day to day service for team’s client portfolio
Understand trust and corporate regulatory requirements
Communicate effectively and concisely with other team members
Maintain a courteous, positive and professional manner with both external and internal clients and colleagues at all times
Pro-actively work with internal individuals and groups to ensure timely delivery of client data
Ability to resolve queries/find solutions

Trust Administration Attorney

Prominent midsized trust & estate firm in Century City is seeking an attorney wi...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

LOCAL APPLICANTS ONLY (LOS ANGELES, CALIFORNIA)
CA STATE BAR
5+ years of trust administration
JD from an ABA-accredited law school

What we offer

training and mentorship
defined partnership track
stellar compensation package
benefits
generous bonus structure
medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

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

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

Estate Planning Attorney

A respected and established Napa law firm is seeking a Midlevel Estate Planning ...

Location

United States , Napa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) degree from an accredited law school
Active bar membership and in good standing
4+ years of estate planning and trust administration experience in a law firm
Experience with preparing estate planning documents, probate, and trust administration required
Strong knowledge of state and federal estate, trust, and tax laws
Excellent analytical, drafting, and interpersonal skills
Ability to manage multiple priorities and clients effectively

Job Responsibility

Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents
Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas
Represent clients in probate and trust administration proceedings
Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies
Stay current on developments in estate and tax law to ensure best practices and client service
Participate in firm business development and client relationship management efforts as needed

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
eligibility for 401(k) plan enrollment

Paralegal

We are extending an opportunity to join our team as a Paralegal in McLean, Virgi...

Location

United States , McLean

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience with trust and estate administration
experience drafting wills, trusts, powers of attorney, and other estate planning documents
ability to manage the probate process, including filing necessary court documents and communicating with executors and beneficiaries
experience maintaining and organizing trust and estate files
knowledge of corporate/business transactions, including business formation tasks, preparing and filing formation documents, supporting sale of businesses or mergers, coordinating due diligence and closing processes, maintaining corporate minute books, preparing board of directors and shareholder resolutions, and managing corporate filings
proficiency in general legal and administrative support, including preparing, proofreading, and editing legal documents, correspondence, and reports
strong organizational skills and attention to legal compliance requirements.

Job Responsibility

Draft, proofread, and edit legal documents, correspondence, and reports
manage and organize trust and estate files, maintaining up-to-date information
handle the drafting of wills, trusts, powers of attorney, and other estate planning documents
oversee the probate process, including filing necessary court documents and communicating with executors and beneficiaries
assist with business formation tasks, including preparing and filing formation documents
support the sale of businesses or mergers by drafting and reviewing contracts and transactional documents
coordinate due diligence and closing process for business transactions
maintain and update corporate minute books
prepare board of directors and shareholder resolutions
manage corporate filings and ensure compliance with corporate governance requirements.

What we offer

Medical insurance
vision insurance
dental insurance
life and disability insurance
401(k) plan.

Fulltime

Correspondence Support Specialist

The Correspondence Support Specialist provides administrative services support t...

Location

United States , Washington, DC

Salary:

17.75 - 20.00 USD / Hour

Chickasaw Nation Industries, Inc (CNI)

Expiration Date

Until further notice

Requirements

Must be able to obtain a moderate level Public Trust clearance by successfully passing a background check consisting of a criminal and credit security investigation
This security investigation requires U.S. Citizenship or Green Card
Ability to compose correspondence from draft to final version, in both electronic and hard copy formats
Knowledge of the organization's formatting, routing, and control procedures to properly process correspondence
Operational knowledge of standard office practices and procedures
Proficient in the use of standard office equipment such as computers, typewriters, copiers, fax machines, telephone systems and office automation systems
Skilled proficiency in the use of Microsoft Windows and Office programs (i.e., Word, Excel, Outlook, PowerPoint, SharePoint, etc.)
Knowledgeable and proficient in the use of the English language as to professional business grammar, spelling, punctuation and capitalization in the preparation of correspondence, reports and presentations
Working knowledge of business records management and filing processes
Excellent proofreading and editing skills

Job Responsibility

Supports staff with workflow, processes, deliverables and other responsibilities as required
Prepares outgoing correspondence and makes minor edits
Receives and routes correspondence from, and to, the appropriate action office(s)
Requests and provides correspondence status updates
Updates trackers/databases to ensure status of action items conveys the current disposition
Tracks deadlines and provides status reports
Interfaces effectively with FAA staff and offices, and external clients
Coordinates work with other offices, as required
Provides mail services that include providing for mail distribution to the appropriate offices, mail distribution boxes, central mail facility, or other specified offices

What we offer

Medical
Dental
Vision
Company Life Insurance
Short-Term and Long-Term Disability Insurance
401(K) Immediate Vesting
Professional Development Assistance
Legal Aid Assistance Program
Family Planning / Fertility Assistance
Personal Time Off

Fulltime

Private Client Solicitor

This is a fantastic opportunity for a Private Client Solicitor that is looking t...

Location

United Kingdom , Coventry

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified Solicitor/Legal Executive/STEP
Good knowledge of Wills, Probate, Estate Administration, Trusts, Last Power of Attorney and Court of Protection matters from start to finish
Ability to manage a full, mixed caseload of private client matters

Job Responsibility

Manage a full, mixed caseload of private client matters
Draft and review wills and other legal documents
Provide excellent service to clients
ability to help train and develop junior members of the team

Fulltime

Trust Administrator

Robert Half

Location:
United States , Wilmington

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 24, 2025

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

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Trust Administrator

Robert Half

Location:United States , Wilmington

Category:Finance

Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:March 24, 2025

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

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Job Posted:
March 24, 2025