Senior Personal Trust Officer
4 days ago
Piper Companies is looking for a Senior Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware.
Responsibilities for the Senior Personal Trust Officer
Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management. Review of all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting, and all other aspects of each trust. Interact with Financial Advisors and clients in defining goals and objectives, working along with the Investment Officer to establish the appropriate asset allocation and review and approve portfolio changes in trusts involving more complex situations or complex assets.Qualifications for the Senior Personal Trust Officer
5-7 years of personal trust administration experience. CTFA preferred. Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Provide efficient service to internal partners and external clients. Partner with other functional areas to accomplish objectives. Attend to details while maintaining a big-picture orientation. Understanding of various types of investments and strategies. Interpret and apply policies and identify and recommend changes as appropriate. Work with minimal oversight, make non-routine decisions, and bring complex problems to management for guidance. Communicate effectively, both orally and in writing, with all organizational levels. Active involvement in related professional organizations. Bachelor’s degree in finance or accounting, or equivalent experience.Compensation for the Senior Personal Trust Officer
$120K-$140K Bonus eligibility Hybrid work schedule Comprehensive benefit package: Medical, Dental, Vision, 401k, PTO. Sick leave as required by law.This job opens for applications on 12/20/24. Applications for this job will be accepted for at least 30 days from the posting date.
Keywords: Trust, Trust administration, trust advisor, trust officer, officer, ERISA, fiduciary expertise, trust fund, trust management, trust fund management, compliance
-
Trust Officer
2 weeks ago
Wilmington, United States Bessemer Trust Company Full timeBessemer’s Delaware bank has an opening for a Trust Officer in its Wilmington office. The office supports Ultra High Net Worth clients, and has grown since its formation in 2004, to administer more than 1,650 trusts with more than $120 billion in assets under supervision. As a result of Delaware’s unique trust laws and the related unusual assets held in...
-
Personal Trust Officer
2 weeks ago
Wilmington, United States Piper Companies Full timePiper Companies is looking for a Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Personal Trust Officer ·Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship...
-
Personal Trust Officer
4 days ago
Wilmington, United States Piper Companies Full timePiper Companies is looking for a Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Personal Trust Officer ·Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship...
-
Senior Fiduciary Professional
7 days ago
Wilmington, Delaware, United States Bessemer Trust Company Full timeWe are seeking a Senior Fiduciary Professional to join our team in Wilmington, Delaware. As a Senior Fiduciary Professional, you will be responsible for the administration of complex trusts, including preparing and reviewing documents related to trust transfers, coaching client advisory teams on account structure and fees, and serving as an in-house resource...
-
Senior Trust Officer Wilmington, DE
2 weeks ago
Wilmington, DE, United States International Search Consultants Full timeISC’s team of Financial Services and Banking Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington. The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning. Excellent opportunity to serve...
-
Senior Trust Officer
1 month ago
Wilmington, United States Citizens Full timeDescription The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...
-
Senior Trust Officer
6 days ago
Wilmington, United States Citizens Full timeDescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...
-
Senior Trust Officer
3 months ago
WILMINGTON, United States Citizens Full timeDescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...
-
Senior Trust Officer
3 months ago
Wilmington, United States Citizens Full timeDescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...
-
Trust Officer
3 hours ago
Wilmington, Delaware, United States Citizens Full timeSenior Trust Officer Job DescriptionWe are seeking a Senior Trust Officer to join our team at Citizens Private Wealth. This role is responsible for advising high net worth clients on their trust and estate administration needs.About the RoleThis position involves leading the day-to-day management and administration of trust accounts, as well as working with...
-
Senior Trust Officer
3 days ago
Wilmington, DE, United States Citizens Full timeDescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...
-
Trust Accounting Officer
1 month ago
Wilmington, United States Brown Brothers Harriman Full timeAt 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...
-
Institutional Trust Officer
2 weeks ago
Wilmington, United States Piper Companies Full timePiper Companies is looking for a Institutional Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the InstitutionalTrust Officer ·Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship...
-
Institutional Trust Officer
4 days ago
Wilmington, United States Piper Companies Full timePiper Companies is looking for a Institutional Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the InstitutionalTrust Officer ·Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship...
-
Institutional Trust Officer
2 weeks ago
Wilmington, United States Piper Companies Full timePiper Companies is looking for an Institutional Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Institutional Trust Officer Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing...
-
Tax Manager or Tax Senior
4 weeks ago
Wilmington, United States Commonwealth Trust Company Full timeThe primary functions of the Tax Manager and Tax Senior is the planning, oversight, preparation and review of Fiduciary Income Tax Returns and maintaining the tax records of the trusts for which Commonwealth Trust Company serves as trustee.EDUCATIONAL BACKGROUND & EXPERIENCE:Bachelor’s degree in accounting, finance, taxation or other related field of...
-
Administrative Trust Officer
7 days ago
Wilmington, Delaware, United States Addison Group Full timeAbout the RoleThis is an exciting opportunity to join our dynamic team as a Trust Administrator, where you will play a critical role in managing a portfolio of trusts and delivering exceptional client service.You will be responsible for collecting and organizing trust-related documents, processing transactions, and maintaining compliance with regulatory...
-
Trust Operations Coordinator
3 weeks ago
Wilmington, Delaware, United States WSFS Bank Full timeJob Title:Trust Operations CoordinatorAbout the Role:This position is responsible for supporting Trust Officers by providing high-level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries, and other qualified referral sources.Key Responsibilities:Support Trust Officers and other client-focused staff members in delivering...
-
Trust Administrator
1 month ago
Wilmington, United States Victus Search Full timeAn exciting opportunity has become available for a professional services firm based in Delaware. After a continuingly growing period of success for the company, they are expanding their team by looking to hire a Trust Administrator.Overview: The Trust Administrator is responsible for managing trusts in accordance with governing documents such as trust...
-
Personal Support Associate
2 weeks ago
Wilmington, North Carolina, United States Brookdale Senior Living Full time**Job Summary**We are looking for a skilled and compassionate Personal Support Associate to join our team at Brookdale Senior Living. The ideal candidate will have experience working with seniors and be able to provide high-quality care and support.**Responsibilities**Provide personal care services to residents, including bathing, dressing, and...