Trust Administrator - Wealth Management (Delaware)

About the role

Evercore Trust Company is seeking an experienced and detail-oriented Trust Administrator to join our Wilmington, Delaware office. This role supports the administration of trust relationships, with a primary focus on Delaware trusts.

Responsibilities

• Administer assigned trust relationships in accordance with governing instruments, applicable law, fiduciary standards, internal policies, and regulatory requirements.
• Serve as a primary day-to-day administrative contact for assigned relationships, coordinating with clients, beneficiaries, Wealth & Fiduciary Advisors, investment professionals, attorneys, accountants, co-fiduciaries, trust protectors, distribution advisors, and other relevant parties.
• Partner with Wealth & Fiduciary Advisors and other internal professionals to deliver coordinated fiduciary administration and client service.
• Review and interpret trust agreements and related documents to identify administrative requirements, fiduciary powers, distribution standards, beneficiary rights, notice obligations, directed trust provisions, trust protector provisions, and other relevant terms.
• Prepare trust summaries, administrative checklists, account acceptance materials, client event memoranda, discretionary action requests, and other fiduciary documentation.
• Coordinate and document discretionary distribution requests, including gathering relevant information, analyzing trust terms and circumstances, preparing recommendations or internal memoranda, tracking approvals, and ensuring timely implementation.
• Monitor time-sensitive administration matters, including required notices, distribution deadlines, tax-related deadlines, account reviews, document updates, and other obligations.
• Support annual account reviews, Reg 9 reviews, internal relationship reviews, compliance reviews, and periodic client mailings.
• Carefully coordinate with Portfolio Managers, Operations, Compliance, Legal, Tax, and other internal partners to ensure timely and accurate administration of trust accounts.
• Afford assistance with account openings, closings, trustee appointments and resignations, asset transfers, beneficiary changes, administrative updates, and other trust maintenance matters.
• Maintain organized and complete trust records in accordance with internal policies, fiduciary standards, and regulatory expectations.
• Identify administrative, fiduciary, tax, operational, and relationship issues and escalate matters appropriately.
• Participate in special projects, process improvements, policy implementation, and initiatives supporting the Delaware trust business and broader fiduciary platform.
• Support the Chief Fiduciary Officer and other senior fiduciary leadership on fiduciary governance matters, including preparation for fiduciary committee meetings, board reporting, policy implementation, and related fiduciary oversight initiatives.

Qualifications

• Bachelor’s degree required.
• Minimum of 5–7 years of trust administration experience with a trust company, bank, law firm, family office, or financial institution preferred.
• Experience administering Delaware trusts strongly preferred.
• JD, CTFA, or other relevant fiduciary, legal, tax, or trust designation preferred.
• Strong knowledge of trust administration principles, fiduciary duties, distribution standards, beneficiary communications, fiduciary documentation, and trust accounting concepts.
• Familiarity with Delaware trust law, directed trusts, trust modifications, decantings, trust protectors, administrative situs, and multi-jurisdictional trust administration preferred.
• Understanding of fiduciary income tax concepts and administrative requirements associated with trust taxation.
• Experience with discretionary distributions, account reviews, Reg 9 reviews, compliance reviews, and fiduciary policies and procedures.
• Excellent written and verbal communication skills.
• Strong client-service orientation and ability to communicate effectively with sophisticated clients, beneficiaries, attorneys, accountants, and internal partners.
• Exceptional attention to detail, strong organizational skills, and ability to manage multiple priorities and deadlines simultaneously.
• Sound fiduciary judgment, discretion, and ability to handle confidential information.
• Ability to work independently while maintaining a collaborative approach with Wealth & Fiduciary Advisors and other colleagues.
• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
• Ability to learn and use trust accounting, CRM, document management, workflow, and other internal systems.