Trust Administrator

Company DescriptionAlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.To learn more visit alti-global.comJob DescriptionAlTi is seeking a Trust Administrator to join our Firm. The Trust Administrator is responsible for supporting our Trust Officers in the daily trust administration for our ultra-high net-worth (“UHNW”) clients. The Trust Administrator will also partner with the Trust Tax, Operations, and Client Service Teams to provide a cohesive client experience.Job ResponsibilitiesSupport the Trust Officer in providing administration of personal trust accounts for UHNW clientsSupport the Trust Officer with daily trust administration responsibilitiesWork with the Trust Officer, Client Service, and Investment Advisor Teams to open new trust accountsWork with the Trust Officer on account fundings, closings, and daily transactionsInteract with financial custodians to ensure accounts are properly established and have all necessary paperworkReview principal and income ledgers weekly for overdrafts and appropriate trust accountingUtilize internal systems, including Salesforce to monitor trust activity and anticipate liquidity needsObtain appropriate documentation and ensure client accounts are up to dateSupport the Trust Officer with compliance and audit requestsProvide superior customer service for accounts under administrationEngage and partner with all internal groups as business needs ariseQualificationsBachelor’s degreeSix months to two years of related experience and/or trainingStrong desire for advancement and growthKnowledge of personal trust, IRAs, and estatesExcellent written and verbal communication skillsSuperior analytical skills and organization skillsDemonstrates problem solving and decision-making skillsExtreme ability to prioritize takes and a high attention to detailAbility to work within a team environment while also being a self-starterHigh proficiency with Microsoft Excel, PowerPoint, and Word (performance reporting, data/transaction aggregation, data analytics, and CRM)Delaware Trust experience preferredApplications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.