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Senior Trust Officer
2 months ago
First State Trust Company
Senior Trust Officer
Location: Wilmington DE (outside of city)
Schedule: Full Time & Hybrid
About First State Trust Company
First State Trust Company (“FSTC”) is a Delaware chartered trust company with offices in Wilmington, Delaware and West Palm Beach, Florida. FSTC is rapidly growing. This position is a new addition to staff, located in Wilmington, DE.
Since 1982, FSTC has been providing corporate trust, custody, and administration services to trust clients. Formerly known as Citi Institutional Trust Company and dating back to its roots as E.F. Hutton Trust Company, FSTC has concentrated its focus on strategic alliances with world-class financial service firms. Our strategic alliances allow clients to take advantage of FSTC’s independent professional trust administration services, combined with the investment management services of their chosen provider.
Position Responsibilities
FSTC is looking for a Senior Trust Officer (“STO”) to deliver high-quality service and solutions to our clients. This person will administer personal trust accounts and develop and maintain relationships with financial advisors, investment advisors, trust clients, trust beneficiaries, and other interested parties. Must demonstrate proper effort, attitude, and discipline to work in a growing and fast-paced company. This person must be service and solutions-oriented. The candidate will administer Personal Trust Accounts including Revocable, Irrevocable, Life Insurance, Charitable Trusts, Special Needs Trusts, Agency and Custody accounts. Develop and maintain relationships with both internal and external partners such as Financial Advisors, Attorneys, and Accountants. The STO will ensure compliance with all company policies and procedures, as well as ensure all contractual obligations are met.
Trust Administration
- Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.
- Manage accounts in accordance with governing documents, FSTC policies and applicable laws.
- Ensure receipt of proper documentation for new account openings and account terminations.
- Review, analyze, and seek guidance when needed regarding new account documents and client distribution requests ensuring FSTC is aware of all requirements prior to presentation to New Business and Discretionary Distribution Committee.
- Participate in working with the new business team as needed.
- Use sound judgement and decision-making for the proper administration of relationships.
- Ensure all persons with whom you interact, receive exceptional service at all times.
- Communicate with clients, participants, financial advisors, recordkeepers, and prospects while maintaining a professional yet personable level of communication and interaction.
- Answering calls from internal and external clients providing timely response to inquiries and request for support in adherence with FSTC service standards.
- Learn the account review system and complete the annual administrative account reviews.
- Maintain complete and well-organized records and files.
- Maintain a high level of confidentiality in all matters related to internal and external customers.
- Regular review of all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting and all other aspects of each trust.
- Resolve tax and other trust issues.
- Plans, assigns, monitors, and manages the work of Trust Administrator.
- Coaches and mentors subordinates.
Fiduciary Expertise
- Perform a review of potential new business.
- Expertise in fiduciary law, investment, tax, and other aspects of trusts.
- Participate in New Business and Discretionary Distribution Committee meetings.
- Apply sound fiduciary judgment to trust matters.
- Advise and provide guidance to other personnel on fiduciary issues.
- Mitigate the risk of FSTC and the assigned trusts.
- Work closely with the tax department to ensure proper filing of tax returns.
- Work closely with Investment personnel to support trust requirements.
Client Management
- Work with the Relationship Manager and New Business Group to retain and expand existing client relationships.
- Support Sales with new client relationships as needed.
- Anticipate client needs and advise accordingly.
- Maintain superior client servicing levels.
- Meet with clients via telephone or in-person, as required.
- Interacts with the relationship manager, Financial Advisors, and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes in trust involving more complex situations and/or assets.
- Monitor fee schedules to ensure that fees charged are in agreement with governing documents.
Knowledge & Qualifications
- Bachelor’s degree and 10 years minimum personal trust administration experience.
- CTFA and JD a plus.
- 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.
- Identify training needs and coach/mentor junior staff.
- 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.
- Gather information, identify linkages and trends, and apply findings to assignments.
- Interpret and apply policies and identify and recommend changes as appropriate.
- Work independently, make non-routine decisions, and resolve complex problems.
- Communicate effectively, both orally and in writing, with all organizational levels.
- Active involvement in related professional organizations.
- Ability to organize, prioritize, and meet deadlines.
- Exceptional verbal and written communication skills.
- Strong computer skills including MS Office, in particular Excel.
- Ability to work independently and with a team is a must.
