Franklin Resources

Trust Administrator - Delaware

Wilmington, Delaware, United States of America

Sponsorship not specified$75k-$85kDetected 36 days ago

Business DevelopmentAccountingExcelCommunicationOrganizational SkillsMicrosoft Office

About the role

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations.
Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

Manage cash balances to prevent overdrafts
Work with outside tax preparers to ensure tax filings and payments are made timely. Obtain tax documents, as applicable (K1).
Facilitate and implement investment and/or distribution directions for directed trusts.
Maintains solid working knowledge of internal policies/procedures regarding fiduciary and administrative issues.
Manage cash balances to prevent overdrafts; act as cash manager for and coordinate with Portfolio Manager on raising cash to cure overdrafts.
Provide excellent client service to internal partners and high-net-worth (HNW) clients.
Manage all follow-up and/or ongoing client service deliverables.
Support Trust Officers on various types of client service matters.

Knowledge, Skills, and Abilities -
Detail-oriented with the ability to multi-task and meet deadlines
Ability to work in a team-oriented environment
Proficiency with Microsoft Word, Excel & PowerPoint
4 + years' trust experience
Understanding of investments, trust, and estates
Strong oral and written communication skills
Strong organizational skills
Strong interpersonal skills with the ability to interact with clients and internal partners
Ability to maintain confidentiality and handle client account information

Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.
We expect the annual salary for this position to range between $75k - $85k, depending on level of relevant experience, plus discretionary bonus.
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world.
Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

Education and Experience -
Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results.
We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
We understand that benefits are at the core of employee well-being and may vary depending on individual needs.
Learn more about the wide range of benefits we offer at Franklin Templeton
Ask your recruiter about benefits in your country.
Most benefits vary by location.

Franklin Templeton is an Equal Opportunity Employer.
In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com.

This listing is sourced directly from Franklin Resources's careers page and normalized into a canonical job model.