Trust Administrator
M&T Bank Corporation, Wilmington, DE, United States
Trust Administrator page is loaded## Trust Administratorremote type:
Hybrid Positionlocations:
Wilmington, DEtime type:
Full timeposted on:
Posted Todayjob requisition id:
R85136# **Overview:**Under supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion.
Escalates risk issues identified in work assignments. Follows best practices and adheres to controls over efficiency and risk management.
Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks.
Supports the administration and fiduciary management within client relationships.## **Primary Responsibilities:*** Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion.* Serve as primary point of contact for the client on the trust account relationship, with supervision; communicate regularly with the client on trust matters and support overall trust administration management.* Ensure high-level client service through timely and appropriate interactions with the client, the client’s advisors, and internal partners as necessary.* Develop relationships with clients to best support administration of their trust accounts and provide assistance to facilitate client requests and meet distribution needs.* Ensure activities adhere to account administration policies and procedures.* Develop and maintain comprehensive knowledge of systems leveraged to deliver client service and maintain account records.* Assist with preparing business and client presentations as requested, with supervision.* Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.* Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates as well as industry standards and practices.* Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite.
Identify risk-related issues needing escalation to management.* Promote an environment that supports belonging and reflects the M&T Bank brand.* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.* Complete other related duties as assigned.## **Scope of Responsibilities:**An important component of the position is the ability to work well as a member of a team and communicate internally with client relationship team members, market leadership, Tax Liaison Team, Legal and Compliance, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc.## **Supervisory/Managerial Responsibilities:**Not Applicable## **Education and Experience Required:**Associates degree and a minimum of 1 years’ experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 years’ experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experienceSelf-motivatedProven verbal and written communication skillsProven presentation skillsProven organizational skillsStrong customer focusProficiency with personal computersExperience maintaining high level of integrity and professionalism
## **Education and Experience Preferred:**Bachelor’s degreeMinimum of 1 years’ estates and trust experienceCTFA (Certified Trust and Financial Advisor) certificationAbility to read and interpret governing instruments related to account administrationStrong interpersonal skills## **Physical Requirements:**M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.# **Location**Wilmington, Delaware, United States of AmericaGreat companies have an enduring sense of purpose. At M&T, our purpose is a simple one: **make a difference in people’s lives and uplift the communities we serve**. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.
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Hybrid Positionlocations:
Wilmington, DEtime type:
Full timeposted on:
Posted Todayjob requisition id:
R85136# **Overview:**Under supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion.
Escalates risk issues identified in work assignments. Follows best practices and adheres to controls over efficiency and risk management.
Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks.
Supports the administration and fiduciary management within client relationships.## **Primary Responsibilities:*** Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion.* Serve as primary point of contact for the client on the trust account relationship, with supervision; communicate regularly with the client on trust matters and support overall trust administration management.* Ensure high-level client service through timely and appropriate interactions with the client, the client’s advisors, and internal partners as necessary.* Develop relationships with clients to best support administration of their trust accounts and provide assistance to facilitate client requests and meet distribution needs.* Ensure activities adhere to account administration policies and procedures.* Develop and maintain comprehensive knowledge of systems leveraged to deliver client service and maintain account records.* Assist with preparing business and client presentations as requested, with supervision.* Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.* Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates as well as industry standards and practices.* Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite.
Identify risk-related issues needing escalation to management.* Promote an environment that supports belonging and reflects the M&T Bank brand.* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.* Complete other related duties as assigned.## **Scope of Responsibilities:**An important component of the position is the ability to work well as a member of a team and communicate internally with client relationship team members, market leadership, Tax Liaison Team, Legal and Compliance, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc.## **Supervisory/Managerial Responsibilities:**Not Applicable## **Education and Experience Required:**Associates degree and a minimum of 1 years’ experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 years’ experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experienceSelf-motivatedProven verbal and written communication skillsProven presentation skillsProven organizational skillsStrong customer focusProficiency with personal computersExperience maintaining high level of integrity and professionalism
## **Education and Experience Preferred:**Bachelor’s degreeMinimum of 1 years’ estates and trust experienceCTFA (Certified Trust and Financial Advisor) certificationAbility to read and interpret governing instruments related to account administrationStrong interpersonal skills## **Physical Requirements:**M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.# **Location**Wilmington, Delaware, United States of AmericaGreat companies have an enduring sense of purpose. At M&T, our purpose is a simple one: **make a difference in people’s lives and uplift the communities we serve**. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.
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