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 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 objectivesResponsible for applying the provision of trusts consistent with the documents, applicable statutes and regulations as well as meeting KYC, AML, and other regulatory compliance standardsExperience with trust administration for high net worth or ultra-high net worth individuals preferredJD or CTFA a plus SkillsIn depth product knowledge of fiduciary concepts and legal policies, and tax and investment issues related to trust administration



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