Trust Officer

4 weeks ago

New York, United States BROWN BROTHERS HARRIMAN Full time

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Join us as a Trust Officer

The Trust Officer coordinates and administers trust accounts for various clients. This position interacts with clients, accountants, attorneys and other intermediaries, as a point of contact for book of business. The Trust Officer identifies and communicates types of tax planning vehicles and assists RM teams with business development. This position also oversees and manages the activities of any Trust Administrators, supporting the Trust Officer's book of business.

If you are looking to push your career to the next level, introduce yourself by submitting your resume.

Key responsibilities include:

Client Interface

  • Respond to internal and external requests for information
  • Serve as a point of contact for book of business, speaking directly with clients, accountants, attorneys and other intermediaries
  • Communicate intermediate to complex trust and estate concepts to colleagues, co-trustees and beneficiaries
  • Assist Relationship Managers on advising clients of financial products available and appropriate for trust
  • Attend meetings with clients from personal book, on own or in partnership with Relationship Managers

Portfolio Accounting

  • Demonstrate experience with Sungard or other trust accounting systems
  • Prepare payment instructions and supervise input requests for client payments and transfers
  • Evaluate and make decisions related to distribution requests

Monitor and Controls

  • Coordinate and administer trust accounts for various clients
  • Maintain complete records, including supporting documentation for discretionary distributions and payments
  • Review document drafts (trusts, wills, releases, accountings) prepared by external counsel prior to execution
  • Prepare annual administrative reviews

Tax / Technical / Business Development

  • Identify and communicate types of tax planning vehicles.
  • Participate in meetings with Wealth Planners and Senior Trust Officers.
  • Demonstrate a working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes and investments
  • Supervise the activities of Trust Administrators.

Qualifications:

  • 7+ years of relevant experience
  • Bachelor's degree or equivalent work experience, required
  • JD or other advanced degree, preferred
  • Knowledge of trust estates and tax laws
  • Strong marketing and communications skills
  • Experience with SunGard or other trust accounting systems
  • Ability to identify and communicate tax planning vehicles
  • Strong working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration
  • Knowledge of BBH policies and compliance guidelines
  • Experience with Microsoft Office products, particularly Excel and Word

This role is based in our New York City location and is a hybrid role, with three days per week in office.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Salary Range

$120k - $150k base salary + annual bonus target

BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

  • Trust Officer

    4 weeks ago

    New York, New York, United States BROWN BROTHERS HARRIMAN Full time

    At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your applicationWhat You Can Expect At BBH:If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You...

  • Trust Officer

    8 hours ago

    New York, United States BROWN BROTHERS HARRIMAN Full time

    At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You...

  • Trust Officer

    2 days ago

    New York, New York, United States BROWN BROTHERS HARRIMAN Full time

    At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your applicationWhat You Can Expect At BBH:If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You...

  • Trust Officer

    1 month ago

    New York, United States Raymond James Financial Incorporated Full time

    The location for this position we are hiring for is in:NEW JERSEY, NEW YORK or PENNSYLVANIAJob Summary: Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts.Leads defined work or projects of broad scope and complexity.Resolves or...

  • Senior Trust Officer

    6 days ago

    New York, United States Brown Brothers Harriman Full time

    At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You...

  • Senior Trust Officer

    2 hours ago

    New York, United States Brown Brothers Harriman Full time

    At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You...

  • Senior Trust Officer

    1 week ago

    New York, New York, United States Franklin Templeton Full time

    Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other...

  • Senior Trust Officer

    1 day ago

    New York, New York, United States Franklin Templeton Full time

    Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other...

  • Trust Compliance and Risk Officer

    3 days ago

    New York, United States Amalgamated Bank of NY Full time

    Amalgamated Bank is seeking a Trust Compliance & Risk Officer to be responsible for the Compliance and Risk Management Program for the Bank’s Investment Management Division/Trust Department and compliance with applicable federal/state laws and regulations, contractual obligations and internal Trust department policies By joining our team, you’ll be...

  • FF Trust Officer

    2 weeks ago

    New Ulm, United States Frandsen Bank Full time

    Frandsen Bank & Trust is seeking an experienced and highly motivated Trust Officer, to join our Wealth Management & Trust Department in our New Ulm or Minneapolis location. The ideal candidate for this role will possess a strong knowledge of trust administration, trust and estate law and can provide expert advice to clients. You will be responsible for...

  • Trusts and Estates Paralegal

    2 weeks ago

    New York, United States LaBine and Associates Full time

    Job DescriptionJob DescriptionTrusts & Estates Administrative AssistantSeeking a fulltime Trust & Estate Administrative Assistant to join our client's trusts and estates (T&E) Department in either the New Jersey or New York offices.Experience with general probate procedures (including, but not limited to, document drafting and filing, etc.),...

  • Trusts and Estates Paralegal

    1 day ago

    New York, United States LaBine and Associates Full time

    Job DescriptionJob DescriptionTrusts & Estates Administrative AssistantSeeking a fulltime Trust & Estate Administrative Assistant to join our client's trusts and estates (T&E) Department in either the New Jersey or New York offices.Experience with general probate procedures (including, but not limited to, document drafting and filing, etc.),...

  • Trust Estates Paralegal

    1 month ago

    New York, United States The Goodkind Group, LLC Full time

    Trust Estates ParalegalBoutique law firm in midtown Manhattan is hiring a Trust and Estates Paralegal. This is working with a lovely group and the firm is more like a family than a typical office. Everyone is warm, friendly and people love to stay there.This role will pay $90K-$135K plus bonus and an excellent benefits package.We are looking for an...

  • Trust Estates Paralegal

    1 month ago

    New York, United States The Goodkind Group, LLC Full time

    Trust Estates ParalegalBoutique law firm in midtown Manhattan is hiring a Trust and Estates Paralegal. This is working with a lovely group and the firm is more like a family than a typical office. Everyone is warm, friendly and people love to stay there.This role will pay $90K-$135K plus bonus and an excellent benefits package.We are looking for an...

  • Trust Estates Paralegal

    1 week ago

    New York, United States The Goodkind Group, LLC Full time

    Trust Estates ParalegalBoutique law firm in midtown Manhattan is hiring a Trust and Estates Paralegal. This is working with a lovely group and the firm is more like a family than a typical office. Everyone is warm, friendly and people love to stay there.This role will pay $90K-$135K plus bonus and an excellent benefits package.We are looking for an...

  • Trust Estates Paralegal

    2 days ago

    New York, United States The Goodkind Group, LLC Full time

    Trust Estates ParalegalBoutique law firm in midtown Manhattan is hiring a Trust and Estates Paralegal. This is working with a lovely group and the firm is more like a family than a typical office. Everyone is warm, friendly and people love to stay there.This role will pay $90K-$135K plus bonus and an excellent benefits package.We are looking for an...

  • Trust Estates Paralegal

    16 hours ago

    New York, United States The Goodkind Group, LLC Full time

    Trust Estates ParalegalBoutique law firm in midtown Manhattan is hiring a Trust and Estates Paralegal. This is working with a lovely group and the firm is more like a family than a typical office. Everyone is warm, friendly and people love to stay there.This role will pay $90K-$135K plus bonus and an excellent benefits package.We are looking for an...

  • Attorney-Trust and Estates

    1 month ago

    New York, United States Trandon Associates, Inc Full time

    Job DescriptionJob DescriptionFull Service Law Firm Seeking and Associate Attorney to join their team in their Trust and Estates area.This position will start off full in office and after 90 days can go FULLY REMOTE!QUALIIFICATIONS:NY license and barred attorney1-5 years experiece in Trust and Estates

  • Attorney-Trust and Estates

    2 days ago

    New York, United States Trandon Associates, Inc Full time

    Job DescriptionJob DescriptionFull Service Law Firm Seeking and Associate Attorney to join their team in their Trust and Estates area.This position will start off full in office and after 90 days can go FULLY REMOTE!QUALIIFICATIONS:NY license and barred attorney1-5 years experiece in Trust and Estates

  • Trusts & Estates Associate

    7 days ago

    New York, United States Grant Herrmann Schwartz & Klinger LLP Full time

    Grant Herrmann Schwartz & Klinger, a prestigious boutique law firm located in New York City, is seeking a dynamic and experienced Trusts and Estates Associate to join our team. With a commitment to excellence and client-focused service, our firm provides comprehensive legal solutions tailored to the unique needs of our clients. **POSITION...