Trust Administration Officer II

City National Bank

Banks

Wilmington, DE - USA

Senior Specialist / Project Manager

Hybrid

Experteer Overview

In this role, you administer personal trust accounts including testamentary/intervivos trusts, foundations, and agency accounts under the guidance of the trust team. You open and maintain estates and guardianships, interpret governing documents, and support day-to-day administration while building client relationships. You will review activity, address tax and administration issues, and help ensure accuracy and compliance across accounts. This position offers exposure to tax reporting, distributions, and cross-functional collaboration within a respected bank.

Compensation / Benefits

Comprehensive healthcare coverage
401(k) company matching
Tuition reimbursement and training resources
Paid time off including vacation and sick leave
Fertility benefits and health support programs
Career mobility and networking resources

Responsibilities

Review and revise trust-related paperwork for CNB trustee relationships to ensure accuracy
Prepare new account paperwork and maintain account documentation
Analyze anticipated income and cash flow to meet beneficiaries and expenses
Obtain missing documents from clients and perform annual administrative reviews
Produce and review tax reports; manage tax payments and calendars; liaise with Tax Vendor
Gather data for reconciliations; ensure distribution requirements for charitable trusts; review fee agreements
Coordinate setup and monitoring of personal property inventories and related assets
Provide responsive client service via phone, email, and written communications
Respond to advisors/intermediaries about administration and maintenance of accounts
Close out compliance/audit inquiries and prepare draft correspondence
Maintain training and continuing education requirements for internal programs and licenses
Follow Regulation 9 processes and keep new account logs

Key requirements

Bachelor's Degree or equivalent
3+ years of experience in financial services
3+ years of basic computer experience (Word, Excel, Outlook)
3+ years of experience in trust administration (preferred)
Strong written and verbal communication skills
Ability to gather, analyze, summarize, and evaluate information for decisions
Ability to set priorities and objectives
Trust Certificate and/or CTFA a plus

Strong written and verbal communications Ability to gather, arrange, interpret, analyze, summarize information Prioritization and objective setting Microsoft Word Microsoft Excel Microsoft Outlook

Description

In this role, you administer personal trust accounts including testamentary/intervivos trusts, foundations, and agency accounts under the gu…

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