Trust Officer

1 month ago


Wilmington, United States Rockefeller Capital Management Full time
  • About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
  • Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.
  • Position The Trust Officer specializes in the management and administration of trusts for high and ultra-high net worth individuals and families for assigned relationships.
  • Manages the assets and income of trusts in accordance with trust and estate planning objectives
  • Responsible for applying the provision of trusts consistent with the documents, applicable statutes and regulations as well as meeting KYC, AML, and other regulatory compliance standards
  • Experience with trust administration for high net worth or ultra-high net worth individuals preferred
  • JD or CTFA a plus Skills
  • In depth product knowledge of fiduciary concepts and legal policies, and tax and investment issues related to trust administration

  • Trust Administrator

    2 weeks ago


    Wilmington, United States Commonwealth Trust Company Full time

    Administer trusts in accordance with terms created in trust, will, or court order. Coordinate with other departments to ensure the accurate flow of information. Provide oversight for compliance, both internally and externally.BACKGROUND & EXPERIENCE:• BA/BS from an accredited 4-year college or university• Additional certification (Paralegal certificate...

  • Trust Administrator

    2 weeks ago


    Wilmington, United States Commonwealth Trust Company Full time

    Administer trusts in accordance with terms created in trust, will, or court order. Coordinate with other departments to ensure the accurate flow of information. Provide oversight for compliance, both internally and externally.BACKGROUND & EXPERIENCE:• BA/BS from an accredited 4-year college or university• Additional certification (Paralegal certificate...

  • Trust Officer

    1 month ago


    Wilmington, Delaware, United States Rockefeller Capital Management Full time

    About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.Led by President & CEO Gregory J. Fleming, the firm offers an elevated...

  • Trust Officer

    3 weeks ago


    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are the region's locally headquartered...

  • Trust Officer

    2 weeks ago


    Wilmington, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will be...

  • Trust Officer

    2 weeks ago


    WILMINGTON, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will be responsible...

  • Trust Officer

    1 week ago


    Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...


  • Wilmington, United States Commonwealth Trust Company Full time

    Job DescriptionJob DescriptionThis position is responsible for providing administrative support to the Trust Administration Department. The position requires superior attention to detail and organizational skills. The responsibilities include tasks required to complete trust administration in an efficient and timely manner. In addition, this position must be...


  • Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more We are the region's locally...


  • Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more We are the region's locally...


  • Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Trust Lawyer

    1 week ago


    Wilmington, United States Victus Search Full time

    We have been exclusively assigned to a role with our client, a reputable multi-family office in Wilmington, Delaware, that is seeking a skilled Trust Lawyer to join their legal team. The ideal candidate will possess extensive experience in trust law, particularly within the Delaware jurisdiction. This role involves advising high-net-worth clients on the...

  • Trust Lawyer

    1 week ago


    Wilmington, United States Victus Search Full time

    We have been exclusively assigned to a role with our client, a reputable multi-family office in Wilmington, Delaware, that is seeking a skilled Trust Lawyer to join their legal team. The ideal candidate will possess extensive experience in trust law, particularly within the Delaware jurisdiction. This role involves advising high-net-worth clients on the...


  • Wilmington, Delaware, United States Rockefeller Financial Full time

    About Rockefeller FinancialRockefeller Financial is a distinguished independent financial advisory firm that has evolved from its origins as a family office into a leading provider of strategic advice for ultra- and high-net-worth individuals, families, institutions, and corporations. With a presence in 30 markets across the United States and an office in...


  • Wilmington, United States StevenDouglas Full time

    MUST HAVE EXPERIENCE: *Ability to Hire, Train, Manage and Retain Trust Related Talent *Intimate Knowledge of Trust Regulations - Technical Expertise *Proven ability to close complex Trust Sales for HNW/UHNW Clients/COI’s. *Serious Inquiries OnlyPosition Title: Director of Delaware Trust - Wilmington, DEOverview:Mechanics Bank is currently searching for a...

  • Summer Analyst

    4 weeks ago


    Wilmington, United States Rockefeller Financial Full time

    About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Summer Analyst

    2 weeks ago


    Wilmington, United States Rockefeller Financial Full time

    About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Summer Analyst

    2 months ago


    Wilmington, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...


  • Wilmington, Delaware, United States WSFS Bank Full time

    Job Overview At WSFS Bank, we are dedicated to fostering the growth of our Associates, guiding our clients towards financial security, and actively contributing to our Communities. Our careers offer a supportive and inclusive culture, competitive compensation, and opportunities for advancement. As a locally headquartered bank and wealth management firm, we...


  • Wilmington, Delaware, United States WSFS Bank Full time

    Job Overview At WSFS Bank, we are dedicated to fostering the growth of our Associates, guiding our clients towards financial security, and actively contributing to our Communities. Our careers provide an inclusive environment, competitive compensation, opportunities for advancement, and more. As a locally headquartered bank and wealth management firm, we...