<p>We are looking for a Trust & Operations Coordinator to join our team in Wilmington, Delaware. In this role, you will be responsible for managing financial and administrative tasks with precision and ensuring compliance with legal and accounting standards. This position requires someone with strong attention to detail and experience in trust and escrow accounts, legal documentation, and accounting processes. This role will consist of: managing a portfolio of trust accounts, assisting with asset management, maintaining account openings and closings, monitoring cash flow, conducting trust performance reviews, reviewing sub-custodial data daily, ensuring compliance with applicable laws and regulations, and preparing detailed reports for beneficiaries, trustees, and regulatory authorities. The ideal Trust & Operations Coordinator for this role should be proficient in financial management and accounting principles, and posses’ excellent communication, interpersonal, and client relationship management skills.</p><p><br></p><p>Primary Responsibilities</p><p>·      Manage individual and corporate trust accounts</p><p>·      Prepare and manage client invoices and maintain accurate trust and escrow account records</p><p>·      Identify and mitigate potential risk issues</p><p>·      Oversee mail merges, AR data entry, and administrative functions</p><p>·      Support daily accounting operations</p><p>·      Assist with database maintenance</p><p>·      Draft, review, and process legal documents, amendments, and correspondence</p><p>·      Source and build prospect client pipeline</p><p>·      Build strong relationships with outside wealth advisors</p>

<p>The ideal Trust & Operations Coordinator will preferably have a Bachelors degree in Accounting/Finance/Business Administration.</p><p><br></p><p>Other requirements for the Trust & Operations Coordinator role include and are not limited to:</p><p>·      3+ years legal and/or trust administration experience</p><p>·      Proficiency in Microsoft Office Suite and trust/financial management software</p><p>·      Strong knowledge of fiduciary responsibilities, financial operations, and regulatory compliance</p><p>·      Excellent organizational, analytical, and problem-solving skills</p><p><br></p><p>For more information on this Trust & Operations Coordinator role and other full time accounting and finance opportunities, please contact us at 302.985.5215 and reference JO#00800-0013299418.</p>

<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>