Senior Trust Officer

2 months 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 beneficiaries to CCPW’s comprehensive suite of investment, financial planning, insurance, and tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and retain new clients. They will perform these duties with high proficiency and integrity acting in accordance with the Bank’s fiduciary responsibilities and best fiduciary and risk management practices, as trustee and/or executor.

Responsibilities

  • Effectively establish and manage strong client relationships within an assigned book of trust accounts. Meet with clients, family members and their advisors as appropriate.
  • Educate clients and beneficiaries on estate and trust planning strategies to include state fiduciary law and practices, related trust income and estate tax principles and how to integrate these concepts into fiduciary investing.
  • Handle intricate trust and relationship matters. Serve as a quarterback with other CCPW advisors to the trust to ensure best practices are met. Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CCPW client experience.
  • Accurately interpret and apply provisions of trusts and wills consistent with applicable statutes and regulations. Routinely work with clients and their external advisors to implement estate plans to achieve clients’ goals.
  • Partner with CCPW colleagues to achieve business growth and retention goals. Build and maintain strong network of internal and external center-of-influence relationships.
  • Participate in the training and development of Trust Officer and Trust Associates.
  • Serve on various fiduciary/governance committees and project teams.

Qualifications

  • 7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment.
  • Experience with fiduciary investment concepts, analytics and reporting desirable.
  • Strong communication, organization, and analytical skills.

Education

  • Bachelor’s Degree Required
  • Graduate degree preferred
  • CTFA, CFP, or similar professional designation preferred

Hours and Work Schedule  

  • Hours per Week: 40
  • Work Schedule: Monday - Friday 8:00 AM - 5:00 PM

#LI-Citizens6 

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

  • 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

    2 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

    4 weeks 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 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

    4 days 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

    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 Trust Officer

    1 month 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

    4 days 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...

  • Senior Trust Officer

    4 weeks ago

    Wilmington, Delaware, United States Citizens Full time

    Job Title: Senior Trust OfficerThe Senior Trust Officer is a critical role within our Private Wealth team, responsible for providing expert fiduciary services to high net worth clients. This includes advising on trust and estate administration, managing trust accounts, and collaborating with our partners to deliver comprehensive investment, financial...

  • 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 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...

  • Trust Administrator

    4 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 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...

  • 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

    1 month 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 Accounting Officer

    4 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...

  • 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...

  • Institutional Trust Officer

    2 months ago

    Wilmington, United States Piper Companies Full time

    Piper 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...