W

Wilmington Trust

Wealth management and institutional trust services

Global Capital Markets Client Administrator 1

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeWilmington, DE, USA$22.61 - $37.67 /hrHybrid

About the Job

Requirements

  • A combined minimum of three years of higher education and/or work experience.
  • Demonstrated focus on customer service and satisfaction.
  • Demonstrated verbal and written communication skills.

Responsibilities

  • Assist with limited aspects of Global Capital Markets trust or entity administration and service high-net-worth private and institutional clients.
  • Serve as administrator for medium to large and/or complex clients as applicable, and act as the point of contact for routine daily administration.
  • Maintain daily client contact to address general inquiries and facilitate client requests.
  • Process 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 for assigned accounts under supervision.
  • Support the Relationship Manager with oversight of client relationships and make appropriate recommendations regarding routine internal business activities.
  • Assist account representatives in revenue-generating activities by making appropriate recommendations and preparing meeting documents; manage daily implementation of client strategies as required.
  • Foster relationships with assigned clients, serve as their 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, address issues requiring immediate attention, and resolve other issues through normal business processes using available resources.
  • Develop and maintain applicable industry knowledge, articulate it internally and externally, and remain current on relevant industry news.
  • Demonstrate 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 as requested.
  • Adhere to company risk and regulatory standards, policies, and controls in accordance with the company’s Risk Appetite, and 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.
  • Complete other related duties as assigned.
  • Work under supervision and provide support to less experienced personnel as needed.

Desired Qualifications

  • A bachelor’s degree focused on Finance, Business, Economics, or Accounting.
  • Working toward CCTS (Certified Corporate Trust Specialist) certification if focused on corporate trust.
  • Demonstrated skills in pertinent software applications and ability to learn new applications.
  • Experience working in a team environment.
  • Demonstrated interpersonal skills and ability to build significant trust with clients.
  • Ability to work effectively with highly capable and successful individuals.
  • Demonstrated analytical ability.
  • Ability to develop strong working relationships with administrative support areas appropriate to the business unit.
  • Ability to contribute to positive working relationships and maintain 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

Recently Posted Jobs

Explore more opportunities at Wilmington Trust

See more jobs