Delaware Trust Administrative Officer I (DE TAO I)

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The Delaware Trust Administrative Officer I (DE TAO I) teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate.

The DE TAO I is a Trust product expert who acts as an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers. 

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  Provides critical and core administrative client service and support (e.g. assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs. 

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  Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc. 

• Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements.

• BS/BA degree, preferably in Finance, Economics, or Business Administration/Management, or equivalent experience required

• Paralegal studies with relevant legal and/or trust administrative experience preferred

• Financial Institution experience focusing on high net worth client service required

• Account Management

• Attention to Detail

• Client Management

• Customer and Client Focus

• Data Management

• Active Listening

• Collaboration

• Critical Thinking

• Prioritization

• Relationship Building

• Mentoring

• Oral Communications

• Organizational Effectiveness

• Problem Solving

• Written Communications