About the Trust Assistant Role

Robert Half is excited to partner with a premier trust administration firm in Hockessin, Delaware, to find a dedicated Trust Assistant. This full-time position offers a unique opportunity to immerse yourself in the world of trust accounting and financial services. As a Trust Assistant, you will play a pivotal role in supporting seamless trust administration processes, ensuring accuracy in financial records, and contributing to the smooth operation of investment-related activities. Located in the charming community of Hockessin, DE, this role is perfect for detail-oriented professionals seeking stability and growth in a professional environment.

Trust administration is a critical component of wealth management, involving the meticulous handling of client assets, transactions, and documentation. In this position, you will work closely with trust officers and administrators, gaining hands-on experience in accounting systems, transaction processing, and client support. If you thrive in organized settings and have a passion for financial accuracy, this Trust Assistant job at our client's firm via Robert Half could be your next career step. With a salary context of $45,000, this entry-to-mid-level role provides competitive compensation for Hockessin, DE, market rates.

Key Responsibilities

Core Administrative Duties

Your day-to-day will involve establishing and maintaining new trust accounts by accurately inputting data into specialized accounting and custody systems. This ensures all client information is up-to-date and compliant with regulatory standards. You will process bulk transactions such as fees, appraisals, tax payments, and security litigation settlements, demanding precision to avoid discrepancies.

Transaction and Record Management

Recording recurring transactions from the custody system into the trust accounting system for accurate shadow posting is essential. You will also handle ad-hoc transactions, verifying pricing details to maintain financial integrity. Assisting with investment subscription and redemption documentation—preparing, distributing, and filing these materials—will be a key part of your workflow.

Support and Organizational Tasks

Compile and assemble meeting books for administrative and investment discussions, organize electronic and physical filing systems, and update trust department databases and logs. Occasionally, support in-office client meetings by setting up rooms, ordering supplies, and handling post-meeting cleanup, enhancing the client experience.

Required Qualifications

To succeed as a Trust Assistant, you need a high school diploma or equivalent, with an associate's or bachelor's degree in accounting, finance, or a related field highly preferred. 1-2 years of experience in trust administration, accounting, or financial services is ideal. Proficiency in accounting and custody systems, along with strong Microsoft Office skills (especially Excel), is required.

Key traits include exceptional attention to detail, organizational skills, and the ability to multitask effectively in a fast-paced environment. You must handle confidential information with the utmost discretion and possess excellent communication skills for team and client interactions. Familiarity with financial transaction processing, data entry, and database management will set you apart. Robert Half candidates who demonstrate reliability and a proactive attitude excel in this role.

Why Join Us

Joining our client's team through Robert Half means more than just a job—it's a gateway to a rewarding career in trust and wealth management. Enjoy a competitive salary of $45,000, comprehensive benefits including health insurance, 401(k) with matching, and paid time off. Benefit from professional development opportunities, a collaborative team culture, and the chance to work in Hockessin, Delaware's serene yet accessible location near Wilmington and Philadelphia.

Robert Half is a leader in finance and accounting staffing, connecting top talent like you with exceptional opportunities. This Trust Assistant position offers stability, growth potential, and the satisfaction of contributing to clients' financial legacies. Hockessin, DE, provides an ideal work-life balance with its proximity to nature, excellent schools, and community events. SEO-optimized for searches like 'Trust Assistant jobs Hockessin DE,' 'trust accounting careers Delaware,' and 'Robert Half finance roles,' apply today to elevate your career!

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