Trust Clerk jobs in Delaware
Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Recently Added Trust Clerk jobs
Personal Trust Associate
- 7100 Neuberger Berman Trust Company N.A.
-
Wilmington, DE
FULL_TIME
- Summary Seeking a motivated individual to provide comprehensive, client service, administrative, and operational support to a senior trust officer in the administration of trust, estate, and investment management accounts. Responsibilities Participate in daily activities of operational support team and facilitate all client service needs. Act as a liaison between clients (including beneficiaries and co-trustees), Wealth Advisors, Portfolio Managers, and Operations. Initiate new account opening process through Centralized Client Services Team. Assist clients with required documentation. Perform account maintenance including but not limited to; funds disbursements, name/address changes, year-end charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, client directed trade orders, etc. Regular and proactive contact with clients regarding; new account documents, LOA’s, account updates, checks and wires, account performance, transfers, statement inquiries, research, fees, objective changes, portfolio market values, online access, etc. Monitor account activity including trades, cash flows, debits, margin, tech shorts, performance, transfers, allocations, fees, etc. by utilizing various in-house portfolio systems. Maintain account information and new business pipeline in Salesforce database. Maintain accurate and detailed client files. Qualifications Undergraduate degree Minimum of 2-4 years of client service/support or related experience in the financial services industry Experience in trust or estate administration is a plus (but not required) Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook Strong written and verbal communication skills, strong interpersonal and client servicing skills Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items Proactive, detail-oriented and organized with strong follow-up skills Ability to adapt to a rapidly changing and fast paced business environment Ability to operate effectively and work under pressure with tight deadlines Problem-solving skills Team player and a desire to collaborate with others Compensation Details The salary range for this role is $65,000-$90,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in . An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 700-plus investment professionals and more than 2,700 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000 employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: http://www.nb.com/linkedin
- 13 Days Ago
Trust Officer
- WSFS Bank
-
Greenville, DE
FULL_TIME
- Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Care...
- 8 Days Ago
Trust officer
- Bank of America
-
Wilmington, DE
FULL_TIME
- Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we del...
- 20 Days Ago
Trust associate
- Neuberger Berman
-
Wilmington, DE
FULL_TIME
- Summary Seeking a motivated individual to provide comprehensive, client service, administrative, and operational support to a senior trust officer in the administration of trust, estate, and investmen...
- 29 Days Ago
Wealth Management, Trust & Estates, Trust Administrator – Associate
- JPMorgan Chase
-
Newark, DE
FULL_TIME
- Job Summary The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is impo...
- 11 Days Ago
Regional Trust Manager - Delaware
- Citizens Bank, N.A.
-
Wilmington, DE
OTHER
- DescriptionThe Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank N.A. (CBNA), reporting to the Chief Fiduciary Officer and Director of...
- 3 Days Ago
Trust Clerk jobs at Popular Companies
Clerical/Administrative Support
- Kelly Services, Inc.
-
Kansas City, MO
- #x 9; Role reports to the Assigned School District Administrator who has ultimate responsibility for designing and imple...
- 6/11/2024 12:00:00 AM
Administrative Support Clerk
- Amentum
-
Fort Worth, TX
- *Contingent upon contract award* Located near DFW Airport (south) **Position Summary:** Provide support for the customer...
- 6/11/2024 12:00:00 AM
Clerical Administrative Assistant
- New York City, NY
-
New York, NY
- Under supervision, performs clerical and related work with limited latitude for independent judgment: we are seeking an ...
- 6/11/2024 12:00:00 AM
Administrative Support Clerk
- KACE
-
Dulles, VA
- **THIS POSITION IS CONTINGENT UPON AWARD OF CONTRACT** TITLE: Administrative Support Clerk LOCATION: Dulles, VA and Fort...
- 6/10/2024 12:00:00 AM
Administrative Support Clerk
- KeyStaff, Inc
-
Naples, FL
- Job Description Job Description We have an immediate need for an Administrative Support Professional within our Collier ...
- 6/7/2024 12:00:00 AM
Administrative Assistant (Administrative Support III)
- Johnson County (KS)
-
Olathe, KS
- Overview A career with Johnson County Government is more than just a job, it is an opportunity to serve a diverse and ex...
- 6/7/2024 12:00:00 AM
Administrative Support Specialist
- Securitas Inc.
-
Spokane, WA
- Administrative Support Specialist - Now Hiring! Location: Spokane Valley, WA Starting Pay: $18.00-$20.00/hour Schedule: ...
- 5/9/2024 12:00:00 AM
Administrative Support Specialist
- Securitas Inc.
-
Spokane Valley, WA
- Administrative Support Specialist - Now Hiring! Location: Spokane Valley, WA Starting Pay: $18.00-$20.00/hour Schedule: ...
- 5/9/2024 12:00:00 AM
About Delaware
Delaware is 96 miles (154 km) long and ranges from 9 miles (14 km) to 35 miles (56 km) across, totaling 1,954 square miles (5,060 km2), making it the second-smallest state in the United States after Rhode Island. Delaware is bounded to the north by Pennsylvania; to the east by the Delaware River, Delaware Bay, New Jersey and the Atlantic Ocean; and to the west and south by Maryland. Small portions of Delaware are also situated on the eastern side of the Delaware River sharing land boundaries with New Jersey. The state of Delaware, together with the Eastern Shore counties of Maryland and two co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$36,777 to $43,903
Most Popular Cities in Delaware for Trust Clerk Jobs
What does a Trust Clerk do?
Trust Clerk in Flagstaff, AZ
We’ve got a lot of changes to make in the circuit clerk’s office.”.
January 28, 2020
Trust Clerk in Juneau, AK
See the Future Outlook and Educational Requirements for "TRUST-VAULT CLERK".
January 29, 2020
Trust Clerk in Mcallen, TX
In The Clarence Thomas Takeover, a comprehensive and well-argued Slate piece (that’s being gleefully circulated among Thomas clerks right now), Lithwick and Stern make a strong case for the dominance of the CT clerk mafia.
February 12, 2020