TPG Staffing LLC is a leading national staffing agency providing businesses and job applicants with quality opportunities in a wide range of industries. We believe in getting the right person for the right job and the right job for the person. We work closely with our clients to build relationships based on understanding the key drivers of their businesses and the talent required to meet their business goals while providing job seekers with rewarding experiences to enrich their careers.

Our Client is a is a rapidly growing Delaware chartered trust company with offices in Wilmington, Delaware and West Palm Beach, Florida. They are seeking a Personal Trust Administrator to provide administrative support for Personal Trust Officer(s) at our Delaware location.

Responsibilities:

The selected candidate will be expected to learn, understand, and apply fiduciary laws and regulations in accordance with the administration of trusts. Additional responsibilities include but are not limited to bill paying; receiving, confirming, and authenticating requests from beneficiaries; tax payment and mailing of forms as necessary; opening and funding accounts; closing and delivering assets for terminating accounts; preparation of correspondence as requested; opening and sorting mail; preparation of discretionary request documentation for trust committees; and handling documentation requirements for special assets.

Other responsibilities include:

• Working with the New Business Group and/or Compliance regarding AML, KYC and new account paperwork.
• Using proper discretion and sound judgment, with oversight from the Trust Officer, to make decisions concerning trust relationships.
• Reading, researching, and learning through web-based or other training about the Delaware trust code, estate tax, gift tax and generation-skipping transfer tax, and other applicable subject areas.
• Researching all other trust jurisdictions for construction and validity related inquiries.
• Ensuring clients always receive exceptional service.
• Corresponding with clients, centers of influence, and prospects, while maintaining a professional, yet personable, level of communication and interaction.
• Answering calls from internal and external customers, providing timely response to inquiries and requests for support.
• Assisting with and participating in beneficiary and client meetings as needed.
• Maintaining excellent and well-organized records and files.
• Exhibiting a high level of confidentiality in all matters related to internal and external customers.
• Proactivity in dealing with deadlines and regulatory requirements.
• Timely and accurate completion of assigned work.

Knowledge & Qualifications

• An undergraduate degree.
• Relevant work experience in an administrative role; exposure to banking and financial statements or trust administration experience is preferred.
• Exceptional oral and written communications skills with staff at all organizational levels.
• The ability to work independently and as part of a team.
• Attention to details while maintaining a big picture orientation.
• Ability to organize, prioritize and meet deadlines.
• Strong computer skills including MS Office, particularly Excel.

The Company is an equal opportunity employer. All employment is decided on basis of qualifications, merit and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.