Senior Personal Trust Officer

2 weeks ago

Wilmington DE United States Piper Companies Full time

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

 

Keywords: financial, financials, financial company, trust fund, trust, trust manager, financial planning, financial planner, procedures, trust admin, trust administration, client service, client facing, invest, investing, investments, investment management, asset manager, asset management, portfolio management, financial analysis, financial modeling, benefits, pto, 401k, #LI-ZS1, #LI-REMOTE, #pando

PandoLogic. Category:Finance, Keywords:Trust Officer, Location:Wilmington, DE-19850

  • Senior Trust Officer

    2 weeks ago

    Wilmington, DE, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DE ISC’s team of Financial Services 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....

  • Senior Personal Trust Officer

    1 month ago

    Wilmington, United States Piper Companies Full time

    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...

  • Senior Personal Trust Officer

    1 week ago

    Wilmington, United States Piper Companies Full time

    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 OfficerResponsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship...

  • Senior Trust Officer

    1 month ago

    wilmington, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DE ISC’s team of Financial Services 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....

  • Senior Trust Officer

    2 months ago

    wilmington, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DE ISC’s team of Financial Services 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....

  • Senior Trust Officer

    3 weeks ago

    Wilmington, United States International Search Consultants Full time

    Senior Trust Officer Wilmington, DE ISC’s team of Financial Services 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....

  • Senior Trust Officer

    2 months ago

    Wilmington, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DE ISC’s team of Financial Services 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....

  • Trust Administrator

    3 weeks ago

    Wilmington, DE, 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...

  • Senior Trust Officer

    2 months ago

    Wilmington, United States Citizens Full time

    DescriptionThe 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

    2 months ago

    WILMINGTON, United States Citizens Full time

    DescriptionThe 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

    1 week ago

    Wilmington, United States Citizens Full time

    Description 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...

  • Trust Officer

    4 weeks ago

    Wilmington, Delaware, United States Citigroup Inc Full time

    Job DescriptionThe Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.ResponsibilitiesManage an existing book...

  • Senior Trust Officer

    3 weeks ago

    Wilmington, United States JTC Group Full time

    EMPLOYMENT TYPE: Permanent DEPARTMENT: Private Client DIVISION: Private Client Services WORKPLACE STRUCTURE: Hybrid ROLE OVERVIEW PURPOSE OF JOB We are seeking a detail-oriented and experienced Senior TrustOfficer to join our Trust and Wealth Management team. The role is reports into Director - Chief Trust Officer and sitswithin the local jurisdiction....

  • Trust Officer

    2 months ago

    Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The...

  • Trust Administrator

    3 months 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

    3 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

    1 month 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...

  • Senior Trust Officer

    2 weeks ago

    Sarasota, FL, United States Westport One Full time

    Senior Trust OfficerOur client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients. They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level....

  • Trust Advisor

    2 weeks ago

    Boston, MA, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Accounting Officer

    2 weeks ago

    Wilmington, 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...