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Wilmington Trust

Wealth management and institutional trust services

Global Capital Markets Client Administrator 2

Finance & BankingConfirmed live in the last 24 hours
Full-timeWilmington, DE, USA$24.87 - $41.45 /hrHybrid

About the Job

Requirements

  • A combined minimum of 4 years of higher education and/or work experience, including at least 1 year of relevant work experience with direct client contact.
  • Strong focus on customer service and satisfaction.
  • Strong verbal and written communication skills.

Responsibilities

  • Assist with most aspects of Global Capital Markets trust or entity administration and servicing of high-net-worth private and institutional clients.
  • Support less experienced account relationship managers with limited supervision.
  • Serve as administrator for medium-to-large and/or highly complex clients as applicable.
  • Serve as the client point of contact for daily administration, maintain daily client contact to address general inquiries and facilitate requests.
  • Process related transactions, including collecting critical documents; processing cash disbursements, trades, and account balances; establishing new accounts; and facilitating discretionary distributions and trust terminations.
  • Ensure proper administrative management of assigned accounts.
  • Oversee client relationships and make appropriate recommendations for routine internal business activities.
  • Assist account representatives with revenue-generating activities by providing recommendations, preparing documents for and participating in meetings, and managing daily implementation of client strategies.
  • Foster relationships with assigned clients as primary point of contact; recommend services to correct or enhance the client experience; resolve problems and respond to requests in a timely manner.
  • Manage relationships with internal and external service partners; promptly assess issues requiring immediate attention and resolve other issues through normal business processes using available resources.
  • Develop, maintain, and articulate applicable industry knowledge internally and externally; remain current on industry news relevant to the line of business.
  • Demonstrate in-depth knowledge of corporate policies and procedures related to the administrative role.
  • Provide and maintain appropriate controls to minimize losses.
  • Provide effective support to team members.
  • Adhere to company risk and regulatory standards, policies, and controls in accordance with the company's Risk Appetite; identify risk-related issues requiring escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain internal control standards, including timely implementation of internal and external audit points and applicable issues raised by external regulators.
  • Provide guidance to less experienced personnel or other staff as needed.
  • Complete other related duties as assigned.

Desired Qualifications

  • A bachelor's degree focused on Finance, Business, Economics, or Accounting and at least 1 year of relevant work experience with direct client contact.
  • CCTS (Certified Corporate Trust Specialist) certification if the role focuses on corporate trust.
  • Strong skills in pertinent software applications and the ability to learn new applications.
  • Experience working in a team environment.
  • Strong interpersonal skills and the ability to build significant trust with clients.
  • Self-confidence.
  • Ability to work well with highly capable and successful individuals.
  • Strong analytical ability.
  • Ability to develop strong working relationships with administrative support areas appropriate to the business unit.
  • Experience contributing to positive working relationships while maintaining integrity and professionalism.

About the Company

Wilmington Trust

Wealth management and institutional trust services

Wilmington Trust provides wealth management and institutional services for high-net-worth individuals, families, foundations, and other institutions, charging fees for advisory and fiduciary work. Its offerings include investment management, financial planning, fiduciary and trust services, family-office support, estate planning, corporate trust, retirement plan services, and custody arrangements. The company differentiates itself by focusing on high-net-worth clients and institutions with a broad, integrated set of fiduciary, custody, and family-office capabilities under one umbrella, backed by its parent, M&T Bank. Its goal is to help clients grow and protect wealth, plan legacies, and meet ongoing fiduciary and retirement needs with trusted, fee-based guidance and administration.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Wilmington, DE
Founded
1901

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