DLP Capital

Role Description The Junior Trust Administrator plays an important supporting role in the delivery of high-quality fiduciary services for high-net-worth and ultra-high-net-worth clients. Working under the guidance of senior trust professionals, this position assists with the day-to-day administration of complex trust relationships, helping to ensure: - Account activity is processed accurately. - Records and documentation are maintained to the highest standards. - Client and beneficiary needs are addressed with discretion, responsiveness, and professionalism. The successful candidate must have a willingness to learn, ask thoughtful questions, and develop technical knowledge in fiduciary administration and private wealth services. The role requires close coordination with: - Trust officers - Investment professionals - Attorneys - Accountants - Tax advisors - Operations teams Success in this position depends on being a self-starter, having strong attention to detail, sound judgment, a service-oriented mindset, and a commitment to safeguarding confidential financial and family information while upholding fiduciary standards, internal controls, and regulatory obligations. Preference will be given to candidates located within the Southeastern United States. Travel may be required periodically to support Extraordinary Trust operations, client needs, and future office expansion initiatives. Qualifications - Bachelor’s degree in finance, accounting, business, economics, legal studies, or a related field, or equivalent relevant experience. - 2+ years of experience in trust administration, private wealth management, banking, family office support, estate administration, or a related financial services environment. - Foundational understanding of fiduciary principles, trust structures, wealth transfer concepts, and financial or legal documentation. - Exposure to high-net-worth or ultra-high-net-worth client service, trust accounting, estate settlement, family office administration, or fiduciary operations. - Familiarity with trust accounting or wealth management platforms, document management systems, and secure recordkeeping practices. - Knowledge of basic tax reporting concepts related to trusts, estates, or fiduciary accounts. - Exceptional attention to detail in documentation, transaction processing, and recordkeeping. - Discretion, professionalism, and sound judgment when handling confidential financial and family information. - Strong client service orientation with the ability to provide responsive, polished support in a relationship-driven environment. - Ability to coordinate effectively across internal teams and external advisors to support bespoke client solutions. - Strong organizational and follow-through skills, with the ability to manage multiple deadlines and priorities. - Demonstrated attention to detail and ability to manage sensitive client information with the highest level of confidentiality and professionalism. - Strong organizational skills and ability to manage multiple priorities in a service-oriented, deadline-sensitive environment. - Proficiency with Microsoft Office, especially Excel, Word, and Outlook. A proficiency in PowerPoint or Canva for creation of client presentations and diagrams is preferred. - Strong written and verbal communication skills, with the ability to interact professionally with affluent clients and their advisors. - Ability to work independently and remain productive in a remote work environment, supported by a reliable internet connection and a dedicated, professional workspace. Requirements - Assist with the onboarding, maintenance, and closing of trust accounts for high-net-worth and ultra-high-net-worth clients, ensuring documentation is complete and accurately maintained. - Support the administration of complex fiduciary accounts, including irrevocable and revocable trusts, special purpose trusts, and related private wealth structures, under the supervision of senior team members. - Prepare and process account activities such as distributions, capital calls, fee payments, cash transfers, and account maintenance requests with a high degree of accuracy and discretion. - Review trust documents, account instructions, and related materials to help ensure transactions are aligned with fiduciary requirements, client objectives, and internal policies. - Provide attentive, high-touch support to clients, beneficiaries, family advisors, attorneys, accountants, and internal partners, escalating complex matters as appropriate. - Coordinate closely with trust officers, investment professionals, tax specialists, legal counsel, and operations teams to support the delivery of integrated fiduciary services. - Track key deadlines related to discretionary and mandatory distributions, account reviews, notices, tax documentation, and other trust administration requirements. - Maintain complete, organized, and audit-ready records for client accounts, communications, approvals, and supporting documentation. - Support compliance, risk-management, and know-your-client documentation processes in accordance with internal standards and regulatory obligations. - Identify service, documentation, or transaction issues promptly and escalate to senior trust professionals to help protect client interests and fiduciary integrity. Benefits - Unlimited PTO - Health/dental/vision/life insurance - 401(k) matching - Parental leave - Adoption services reimbursement/learning/educational incentives - Volunteer Time Off - Well-being programs - Company events - Self-improvement/productivity tools - The incredible feeling of making a difference Company Description Extraordinary Trust exists to equip and empower families and advisors to transform complex wealth into extraordinary legacies. We provide sophisticated trust and family office services through an advisor-aligned model. - Driven For Greatness: We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally. - Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun, fulfillment, fitness, and finance. - Grit: We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals. - Community: We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues. - Authenticity: We are true to ourselves and others, steadfast in our beliefs and values. - Prepared to Win: We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment. - Kingdom Impact: We share God's love and transformative power through our labor. - Twenty-Mile March: We march towards clear, well-defined goals and objectives with unwavering focus. - Stewardship: We are guided by our commitments to those who trust us with their capital, their communities, and their careers. - Servant Leadership: We lead with high standards & deep devotion.