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Wilmington Trust

Wealth management and institutional trust services

Client Experience & Office Coordinator

Full-TimeUpdated on 10/5/2026
$21 - $31.98/hr
Junior
Hauppauge, NY, USA
HybridMust work onsite Monday through Thursday; remote work is available Fridays.

About the job

Requirements
  • A high school diploma or GED is required.
  • At least one year of administrative, reception, office management, hospitality, or customer service experience is required.
  • Strong Microsoft Office skills are required.
  • Excellent communication, organization, and multitasking abilities are required.
  • A professional presence and customer-focused mindset are required.
  • Professional business attire is required because the role is client-facing.
Responsibilities
  • Serve as the primary point of contact for clients, visitors, and vendors.
  • Greet guests and maintain a professional reception area.
  • Coordinate client events and meetings, and schedule conference rooms.
  • Manage office supplies, facilities needs, and vendor relationships.
  • Support administrative activities including calendars, presentations, correspondence, and expense tracking.
  • Partner with building management to ensure smooth office operations.
Desired Qualifications
  • Experience supporting a Wealth Management, Private Banking, Financial Advisory, or Trust environment is highly preferred.
  • Experience interacting directly with high-net-worth clients and delivering exceptional client service in a professional setting is strongly preferred.

About the company

Wilmington Trust provides wealth management and institutional services for high-net-worth individuals, families, and institutions as a subsidiary of M&T Bank. It offers investment management, financial planning, fiduciary and trust services, family-office support, asset management, and estate planning for wealth clients, and corporate trust, retirement plan, and custody services for institutions. The business earns fees from investment management, trust administration, and related services, combining advisory and fiduciary administration under one umbrella. Its goal is to help clients grow and protect wealth, plan legacies, and meet fiduciary and retirement needs with trusted, fee-based guidance and administration, differentiating itself through a focused client base and comprehensive fiduciary capabilities.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Wilmington, Delaware

Founded

1901

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Simplify's Take

What believers are saying

  • October 1, 2026 American Banker awards highlight Wilmington Trust leadership depth and visibility.
  • March 3, 2026 Forbes recognition for Sharon Klein strengthens family-wealth credibility.
  • New hires Gina Wilson and leadership promotions in 2025 expand Connecticut and planning coverage.

What critics are saying

  • Barnett sued Wilmington Trust in July 2026 over J.C. Penney bond collateral releases.
  • Tricolor noteholders sued Wilmington Trust in January 2026, attacking its trustee and custodian controls.
  • Tony Roth retires December 31, 2026, threatening investment leadership continuity and client confidence.

What makes Wilmington Trust unique

  • M&T-backed Wilmington Trust manages $99.9 billion AUM with century-old trust expertise.
  • It combines wealth planning and corporate trust across U.S., London, Dublin, and Frankfurt.
  • Local relationship management and specialized fiduciary teams differentiate it in complex multigenerational wealth.

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Benefits

Professional Development Budget

Company News

PR Newswire
Oct 1st, 2026
M&T bank/wilmington trust women leaders to receive 2026 awards from American Banker.

M&T bank/wilmington trust women leaders to receive 2026 awards from American Banker. Oct 01, 2026, 14:05 ET Meghan Shue, Carly Nathanson and Mary-Ammielle Stone selected as part of the publication's 2026 annual honors program BUFFALO, N.Y., Oct. 1, 2026 /PRNewswire/ - M&T Bank (NYSE: MTB) and its subsidiary, Wilmington Trust, announced today that three of its leaders will receive awards as part of this year's American Banker "Most Powerful Women in Banking" program and celebration held in New York City later this month. This year's awardees include: * Meghan Shue - EVP, Chief Investment Strategist for Wilmington Trust, the bank's Wealth Management and Institutional Services division, was included in the publication's "Most Powerful Women in Banking: Women to Watch" list. Meghan has been honored by the magazine in previous years. * Carly Nathanson - SVP, Senior Investment Advisor for Wilmington Trust, was included in the "Most Powerful Women in Banking NEXT" category, which celebrates rising and talented women at earlier stages of their career. * Mary-Ammielle Stone - SVP, Small Business Lending Manager for M&T, was also included as part of the "NEXT" program. For both Carly Nathanson and Mary-Ammielle Stone, this is their first inclusion in the American Banker honors. Now in its 24th year, "The Most Powerful Women in Banking" awards program recognizes women whose leadership, performance and impact are critical for the banking and financial services sector. The "Most Powerful Women in Banking NEXT" award recognizes high-achieving women 40 years of age and under who have successfully executed major projects, initiated meaningful change or are positioned to play a critical role for their employers and the industry. "All three of our 2026 award recipients are well-deserving of these awards," said Kevin Pearson, M&T Bank's Vice Chairman. "We have established a great tradition of celebrating our women leaders here at M&T and Wilmington Trust. We are proud of Meghan, Carly and Mary-Ammielle and look forward to watching their accomplishments as they continue to do great things." Honorees will be recognized on October 22, 2026 at a dinner and ceremony at the American Museum of Natural History in New York City. ABOUT M&T BANK M&T Bank is a financial holding company headquartered in Buffalo, NY. M&T's principal banking subsidiary, M&T Bank, provides banking products and services with a branch and ATM network spanning the eastern U.S. from Maine to Virginia and Washington, D.C. Trust-related services are provided in select markets in the U.S. and abroad by M&T's Wilmington Trust-affiliated companies and by M&T Bank. For more information about M&T Bank, visit www.mtb.com. ABOUT WILMINGTON TRUST Wilmington Trust's Wealth Management offers a wide array of personal trust, planning, fiduciary, asset management, private banking, and family office services designed to help high-net-worth individuals and families grow, preserve, and transfer wealth. Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span multiple generations. Wilmington Trust also provides Corporate and Institutional Services for clients internationally. It has clients in all 50 states and numerous countries, with offices throughout the United States and internationally in London, Dublin and Frankfurt. For more information, visit www.wilmingtontrust.com. ABOUT AMERICAN BANKER Through independent journalism, expert analysis, proprietary research and benchmarking, American Banker delivers the information financial leaders need to navigate critical opportunities and risks - AI and technology innovation, policy and regulation, M&A and risk and resilience. American Banker connects a financial services community of more than 950,000 professionals in person and online. Applicants for American Banker awards must be employed by a private-sector bank or financial services company. Applicants who work in the U.S., Canada, or western Europe OR whose firms are based in the U.S., Canada or Western Europe, will be considered for individual recognition. There are no fees to apply. From American Banker: "The Most Powerful Women in Banking comprises five distinct rankings: Banking, Finance, Women to Watch, Top Teams and NEXT. For the Banking, Finance and Women to Watch lists, quantitative data such as year-over-year 2025 and Q1 2026 financial performance (or similar metrics for roles without P&L responsibility) and qualitative factors such as new technology investment, product development, gains in operational efficiencies, and demonstrated commitment to the employees, customers and communities they serve are considered to determine rank... The NEXT list ranks leaders aged 40 and below based on their growing contributions to their banks." MEDIA CONTACT Patrick Fitzgibbons, Senior Public Relations Manager, Wilmington Trust, [email protected] Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation's international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member FDIC. This press release is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product. Investors should seek financial advice regarding the suitability of investment strategies based on their objectives, financial situations, and particular needs. Wilmington Trust is not authorized to and does not provide legal, accounting, or tax advice. Investing involves risks, and you may incur a profit or a loss. There is no assurance that any investment, financial, or estate planning strategy will be successful. Third-party trademarks and brands are the property of their respective owners.Third parties referenced herein are independent companies and are not affiliated with M&T Bank or Wilmington Trust. Listing them does not suggest a recommendation or endorsement by Wilmington Trust. SOURCE M&T Bank Corporation

Wealth Management
Sep 8th, 2026
People moves: RIA Beacon Pointe hires execs from BlackRock, Vanguard.

People moves: RIA Beacon Pointe hires execs from BlackRock, Vanguard. In other moves, Glenmede hired four new executives from the bank-and-trust sector, $2 billion RIA Novare hired a legacy planner from Vanguard, and Citi Private Bank snagged an investment lead from Bank of America. Alex Ortolani, Senior Reporter, Wealth Management September 8, 2026 Beacon Pointe Advisors, an acquisitive Newport Beach, Calif.-based registered investment advisor with about $63 billion in client assets, has appointed Katie Cullen, formerly of BlackRock, as chief growth and integration officer and Sarah Green, formerly of Vanguard, as chief risk and compliance officer. Cullen brings experience in strategic execution, executive coaching and organizational growth to oversee the firm's Practice Management, M&A and Strategic Integration teams in the newly created role, the company said. She previously led BlackRock Business Consulting, where she worked with financial services executives and advisors on strategy and business performance. She also held senior strategy roles at Schwab Advisor Services and served 11 years as a U.S. Army Reserve Logistics Officer. Beacon Pointe's M&A team and function remain unchanged and are led by Jack Cooper and Jacob Vick, according to an emailed statement from CEO Matthew Cooper. "We are adding Katie now as we further scale the business and our executive leadership team," he said. "She's a proven leader with incredible industry experience and knowledge. She's tasked with the strategic integration of new advisors and firms acquired by Beacon Pointe, as well as supporting and accelerating organic growth." Green joins from Vanguard, where she served as global head of financial crimes and code of conduct, overseeing compliance programs including know-your-customer, anti-money laundering and trade surveillance. She previously led FINRA's AML examination unit and held several roles at the SEC, managing examination programs for broker/dealers. "We went through a thoughtful and rigorous process to identify the very best candidates," Cooper said in a statement. "They bring tremendous expertise and will strengthen key strategic areas for Beacon Pointe." Glenmede hires senior advisors across four markets. Glenmede, a Philadelphia-based wealth and investment management firm overseeing $53 billion in assets, has appointed several senior advisors across its New York, Northern New Jersey, Cleveland and Pittsburgh offices. Louis Porta joins the RIA from Wilmington Trust as investment advisor and managing director in New York. He has 25 years of experience building customized portfolios for families and institutions. Christina Duffy left Beacon Trust for the role and joins as a fiduciary advisor and managing director in Northern New Jersey with 25 years of wealth advisory experience. Michael Novak, who had been with Northern Trust Corporation, joins in Cleveland as a fiduciary advisor and managing director with more than 30 years of experience, while Jack Glending joins as an investment advisor and vice president. Steven Kaczynski Jr., formerly with PNC, joins in Pittsburgh as an investment advisor and managing director with more than 12 years of experience advising ultra-high-net-worth families. "These additions reflect Glenmede's continued ability to attract experienced professionals within the communities we serve," Adam Douberly, regional director of Glenmede's private wealth group, said in a statement. Novare Capital hires legacy planning specialist from Vanguard. Novare Capital Management, a Charlotte, N.C.-based RIA overseeing more than $2 billion in assets, has hired Jessica Rickert as senior vice president, legacy planning specialist. Rickert spent the past 13 years at Vanguard managing client relationships, including eight years as an ultra-high-net-worth relationship manager. After that, she worked as a family legacy specialist, partnering with wealth advisors and estate and tax strategists to support families through wealth and business transitions. "By intentionally building relationships with the next generation early, advisors can help families move through those transitions with greater confidence and continuity," Rickert said in a statement. Novare sold a minority stake to Emigrant Partners in January 2025. Citi Private Bank names investment counselor team lead for central region. Citi Private Bank has appointed Michelle Pryor as investment counselor team lead for the central region, based in Dallas, Texas. Pryor joins from Bank of America Private Bank, where she most recently served as a market leader in Dallas, focused on enhancing the client experience and fostering collaboration among team members. Prior to that role, she worked at J.P. Morgan Private Bank and a Dallas-based family office. Pryor will join the firm in November, according to the bank. Senior Reporter, Wealth Management Alex Ortolani is a New York-based senior reporter with Wealth Management with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

The Royal Gazette
Aug 31st, 2026
Bermuda insurer joins investors' suit over failed US lender.

Bermuda insurer joins investors' suit over failed US lender. Created: Aug 31, 2026 03:14 AM Investigation: United States Attorney Jay Clayton announces fraud charges against Daniel Chu, the founder of subprime auto loan company Tricolor Holdings, at the US attorney's office in New York in December 2025 (Photograph by Larry Neumeister/AP) A Bermuda segregated accounts company is among investors suing Wilmington Trust and loan servicer Vervent over losses tied to the collapse of Tricolor Holdings, an American subprime auto lender. Superior Risk Solutions (SAC) Ltd is listed as a plaintiff in an amended complaint filed last week in New York and made public by OffshoreAlert. The company is one of more than 30 plaintiffs claiming that Wilmington and Vervent failed to protect holders of notes issued through seven Tricolor auto-loan securitisations. The complaint does not state how much Superior Risk Solutions individually lost. It says the plaintiffs together hold more than $270 million of notes, about 30 per cent of the outstanding balance across the seven trusts. Superior Risk Solutions is a Bermudian-based SAC, meaning a structure that can be used by captive insurers and other risk-financing vehicles. Tricolor, a Texas-based lender serving borrowers with limited access to traditional credit, filed for Chapter 7 liquidation in September last year amid fraud allegations and government investigations. Daniel Chu, its founder and former chief executive, faces federal criminal charges and has pleaded not guilty. The investors allege that Tricolor fraudulently pledged the same auto loans to multiple lenders and securitisations, while also creating loans that did not exist. Bankruptcy investigations cited in the complaint found more than $675 million of loans were either fictitious or had already been pledged elsewhere. Wilmington was custodian for the loan documents and as trustee for the securitisations. The complaint alleges that Wilmington repeatedly certified that it had received original documents that did not exist and failed to flag missing or incomplete records. The suit also claims that Wilmington and Vervent did not pass on money to investors after Tricolor collapsed, even though the trusts had cash reserves and kept collecting payments on loans not caught up in the fraud dispute. It says five of the seven investment vehicles were put into default after interest payments were missed. That moved senior investors to the front of the line for repayment, making it less likely that junior investors will recover their money. The claims have not been tested in court. The plaintiffs are seeking damages for alleged breaches of contract and, against Wilmington, alleged breaches of fiduciary duty.

USD.ai
Apr 29th, 2026
Wilmington Trust joins USD.AI as Escrow Agent.

Wilmington Trust joins USD.AI as Escrow Agent. USD.AI partners with Wilmington Trust as escrow agent for GPU financings. Earn yield at loan signing, not server installation. April 29, 2026 USD.AI has partnered with Wilmington Trust, a subsidiary of M&T Bank, as Escrow Agent for future AI infrastructure financing. New loans will first fund into an escrow account for up to 120 days, from purchase order completion through shipment, delivery, and installation of the AI infrastructure. Yield begins at loan signing, and escalates to the permanent rate upon server installation. Funds in escrow earn up to a 7% APR, approximately 350 bps above T-bill rates. The Wilmington Trust escrow account gives non-DeFi native borrowers and OEMs a familiar, regulated touchpoint that meets their existing due diligence standards. At the same time, capital providers earn increased yield from the moment funds enter escrow. How it works. USD.AI GPU loans are executed when the borrower places their purchase order and funds their equity deposit. From there, the process runs in two steps. * Loan Closing: documents are signed and funds go into escrow. * Loan Funding: servers are delivered, installed, and verified, at which point escrow is released to the OEM and the formal loan begins. Once the loan has funded, the legal and structural requirements locked in at closing take effect: * Bankruptcy-remote SPV: if the borrower defaults, the protocol holds a direct claim on the hardware and contracts. No other creditors have a claim to assets. * Loan agreement: defines covenants, events of default and loan terms. Must be executed prior to escrow. * Perfected security interest: held over the servers, bank accounts, customer contracts, and equity in the borrowing entity, meaning USD.AI has a legal right to seize those assets upon default. * Debt service reserve account: held at the SPV level, a cash or USDai buffer inside the SPV to cover loan payments if there are delays in revenue collection. If the loan is not originated within 120 days (i.e. the purchased hardware fails to arrive on time) funds including interest are returned to the protocol. Loans in escrow are now visible under Active Loans on the USD.AI dashboard, giving holders full visibility from the moment a deal is signed Why Wilmington Trust. Wilmington Trust is one of the largest institutional trust companies in the United States, with $213.5 billion in assets and $84.2 billion under management. It administers collateral and escrow arrangements for structured finance transactions across the traditional capital markets, the same legal and financial infrastructure that backs corporate bond issuances, ABS deals, and equipment financing at institutional scale. Bringing that infrastructure into USD.AI's GPU financing means the escrow arrangement carries the same legal standing and counterparty credibility as any conventional structured credit transaction. When an OEM asks for proof of funds, the answer is a Wilmington Trust escrow account, which provides the level of institutional credibility required to execute 8 and 9 figure loan transactions.

Hartford Business
Jan 5th, 2026
Wilmington Trust Hires Gina Wilson as Wealth Advisor in CT

Wilmington Trust hires Gina Wilson as Wealth Advisor in CT. Wilmington Trust is pleased to announce the hiring of Gina Wilson as a new Wealth Advisor in its Bridgeport office. In her new role, Wilson is responsible for providing comprehensive wealth management advice to high-net-worth clients throughout Connecticut. She works closely with clients and their advisors to develop financial strategies that seek to help them meet their current needs and plan for their long-term financial objectives. Prior to joining Wilmington Trust at the end of 2025, Wilson was a vice president at Glenmede Trust Co. in New York City. She served as a wealth advisor and relationship manager helping her clients navigate complex financial decisions and define their goals. She began her career on the ultra-high-net-worth team within J.P. Morgan's Private Bank. With a decade of experience in wealth management, Wilson specializes in multi-generational wealth and legacy planning. She graduated from Villanova University, magna cum laude. Gina Wilson M&T Bank/Wilmington Trust