Wilmington, DE30+ days ago
The selected candidate will administer Personal Trust Accounts including Revocable, Irrevocable, Life Insurance, Charitable Trusts, Special Needs Trusts, Agency and Custody accounts and develop and maintain relationships with both internal and external partners such as Financial Advisors, Attorneys and Accountants. Review, analyze, and seek guidance when needed regarding new account documents and client distribution requests ensuring the company is aware of all requirements prior to presentation to New Business and Discretionary Distribution Committee and final acceptance.