Senior Trust Officer

4 weeks ago

Étreux, Hauts-de-France, United States Wilmington Trust Full time
Job Summary

We are seeking a highly skilled and experienced Senior Trust Officer to join our team at Wilmington Trust. As a Senior Trust Officer, you will be responsible for the administration and fiduciary management of complex trust relationships within client relationships.

Key Responsibilities
  • Administer and oversee complex trust relationships within an assigned book of client trust accounts, exercising fiduciary discretion and sound judgment.
  • Serve as the primary point of contact for clients on trust account relationships, communicating regularly and providing overall trust administration management for complex trust relationships.
  • Assess and manage risk, exercise fiduciary discretion, and adhere to policies and procedures related to account administrative activities.
  • Develop and implement trust solutions to meet wealth client needs, anticipating and identifying opportunities to create new relationships and expand existing ones.
  • Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs.
  • Communicate regularly with the client team to ensure awareness of trust matters concerning clients.
  • Manage the new account opening process, reviewing critical forms and documents, and ensuring proper trust funding, account opening, and fee agreements.
  • Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors.
  • Maintain comprehensive knowledge of Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships.
  • Support market efforts to develop new trust business, participate in client presentations, and serve as a subject matter expert on trust administration.
  • Serve as a fiduciary resource to Wealth Advisors and other internal partners.
  • Support the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role model for less experienced staff.
  • Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite.
  • Promote an environment that supports diversity and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Requirements
  • Bachelor's degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience.
  • Strong verbal and written communication skills.
  • Strong presentation skills.
  • Strong planning skills.
  • Strong organizational skills.
  • Strong customer focus.
  • Thorough knowledge of fiduciary business, including decisioning experience in complex fiduciary matters.
  • Experience attracting, expanding, and retaining client relationships, including building a significant level of trust with clients.
  • Good investment knowledge of asset allocation strategies.
  • Proficiency with personal computers.
  • Experience maintaining a high level of integrity and professionalism.
Preferred Qualifications
  • Juris Doctor (JD) or Master's degree.
  • Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience.
  • CTFA (Certified Trust and Financial Advisor) certification.
  • Strong interpersonal skills.

  • Trust Coordinator

    4 weeks ago

    Étreux, Hauts-de-France, United States NextPhase Search Full time

    Trust Coordinator OpportunityWe are seeking a highly organized and detail-oriented Trust Coordinator to join our team in Boston/Hybrid. As a Trust Coordinator, you will be responsible for coordinating client account operations under the direction of Trust Advisors, Trustees, Lawyers, and Clients.Key Responsibilities:Manage transactions, accounts, scheduling,...

  • Trust Coordinator

    3 weeks ago

    Étreux, Hauts-de-France, United States NextPhase Search Full time

    Trust and Estate Coordinator OpportunityAbout the role: We are seeking a detail-oriented and organized Trust and Estate Coordinator to join our team. As a Trust and Estate Coordinator, you will be responsible for coordinating client account operations under the direction of Trust Advisors, Trustees, Lawyers, and Clients. This includes managing transactions,...

  • Trust Coordinator

    4 weeks ago

    Étreux, Hauts-de-France, United States Jobot Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Trust Coordinator to join our Wealth Management Team. As a key member of our team, you will provide administrative support to our Trust Advisors and clients, ensuring the smooth operation of trust administration processes.Key ResponsibilitiesAdminister a designated group of accounts in...

  • Trusts and Estates Attorney

    3 weeks ago

    Étreux, Hauts-de-France, United States Jobot Full time

    Job SummaryJobot is seeking a highly motivated and experienced Senior Trusts and Estates Associate to join our dynamic legal team. As an integral part of our firm, you will have the opportunity to work on complex estate planning and trust administration cases, providing comprehensive advice to high net worth individuals and families.ResponsibilitiesAdvising...

  • Senior Wealth Manager

    2 weeks ago

    Étreux, Hauts-de-France, United States Rockland Trust Full time

    Job SummaryWe are seeking a skilled Relationship Manager to join our Investment Management Group in Boston.The ideal candidate will have a proven track record of building and managing client relationships, with a strong understanding of financial markets, investment products, and wealth management principles.Develop and nurture relationships with...

  • Senior Compliance Officer

    4 weeks ago

    Étreux, Hauts-de-France, United States Ivy Exec Full time

    Market Research Study for IT Sector Compliance ProfessionalsIvy Exec is conducting a paid market research study to gather insights from decision-makers in the IT sector.We are seeking Compliance Professionals with expertise in IT to participate in a 60-minute online interview.Study Requirements:Job titles: Owner, Partner, Chairperson, CEO, President, Risk...

  • Trust and Estates Paralegal

    4 weeks ago

    Étreux, Hauts-de-France, United States Ray Thomas PC Defunct Full time

    Job SummaryWe are seeking a skilled trusts and estates administrative paralegal to manage a high volume of complex tasks related to domestic estate and trust administration, as well as fiduciary accounting.The paralegal will work independently to oversee estate administration from start to finish, collaborating with attorneys as necessary. A strong...

  • Trust Reporting Manager

    4 weeks ago

    Étreux, Hauts-de-France, United States U.S. Bank Full time

    About the RoleWe are seeking a highly skilled Trust Reporting Manager to join our team at U.S. Bank. As a key member of our Corporate Trust group, you will be responsible for leading a team of Corporate Trust Analysts and overseeing the management of structured finance transactions.Key ResponsibilitiesDevelop and maintain unit policies, procedures, and...

  • Senior Program Officer, Grants

    3 weeks ago

    Étreux, Hauts-de-France, United States Enterprise Community Partners Full time

    Job DescriptionEnterprise Community Partners is seeking a Senior Program Officer, Predevelopment Grants to join our team. This role will be responsible for designing and managing RFPs and selection processes for capacity-building grant programs, as well as overseeing and tracking grantee performance to achieve successful grant outcomes.The ideal candidate...

  • Trust & Estates Administrative Paralegal

    4 weeks ago

    Étreux, Hauts-de-France, United States Careerbuilder-US Full time

    Job Summary:The Trust & Estates Administrative Paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration, and fiduciary accounting. This role requires exceptional organizational, client service, communication, and technological skills, as well as the...

  • Senior Program Officer, Grants

    4 weeks ago

    Étreux, Hauts-de-France, United States Enterprise Community Partners Full time

    Job Title: Senior Program Officer, GrantsEnterprise Community Partners is seeking a Senior Program Officer, Grants to join our team. As a key member of our Power Forward Communities team, you will design and manage RFPs and selection processes for capacity-building grant programs. You will create RFPs and processes for grant selection that are supportive of...

  • Trust and Estates Paralegal Specialist

    3 weeks ago

    Étreux, Hauts-de-France, United States Briefly Full time

    About the RoleBriefly, a global law firm, is seeking a skilled Trust and Estates Paralegal to join our team. As a key member of our support organization, you will work closely with clients, attorneys, and other paralegals to provide exceptional service.Key ResponsibilitiesPrepare and file probate court documents, including Petitions to Administer Estate and...

  • Senior Leasing Credit Officer

    4 weeks ago

    Étreux, Hauts-de-France, United States Bank of America Full time

    Job Title: Senior Leasing Credit OfficerBank of America is seeking a highly skilled Senior Leasing Credit Officer to join our team. As a key member of our leasing credit team, you will be responsible for evaluating new end-user credit opportunities, assessing risks, and identifying mitigating factors.Key Responsibilities:Evaluate new end-user credit...

  • Senior Office Coordinator

    2 weeks ago

    Étreux, Hauts-de-France, United States Manning Personnel Group, Inc. Full time

    Administrative Support for a Health and Life Sciences CompanyWe are looking for a Senior Administrative Assistant to join our team in Boston. As an Administrative Support Associate for our Health and Life Sciences company, you will be responsible for various administrative tasks including travel arrangement, calendar management, expense reporting, and...

  • Senior Credit Officer

    3 weeks ago

    Étreux, Hauts-de-France, United States The Symicor Group Full time

    Sr. Credit Officer Job DescriptionThe Symicor Group is seeking a highly skilled Sr. Credit Officer to join our team in Boston, MA. As a key member of our bank client's leadership team, you will be responsible for providing leadership and oversight for credit quality, loan operations, and loan compliance.Key Responsibilities:Lead the credit team and support...

  • Branch Manager Boston Area

    4 weeks ago

    Étreux, Hauts-de-France, United States Rockland Trust Full time

    Lead a Team of ProfessionalsAs a Branch Manager at Rockland Trust, you will play a crucial role in driving branch success and delivering exceptional customer experiences. You will be responsible for building, coaching, developing, leading, and motivating a dedicated team of professionals to achieve branch goals and objectives.Each day, you will create a...

  • Senior Case Manager

    4 weeks ago

    Étreux, Hauts-de-France, United States Boston Senior Home Care , Inc Full time

    Job Title: Senior Care ManagerJob Summary:The Senior Care Manager will serve as a resource, mentor, and trainer to the Home Care Team. This role requires advanced case management skills and the ability to identify and discuss issues affecting team performance. The Senior Care Manager will assist in implementing new programs and policies, and will be...

  • Senior Administrative Assistant

    3 weeks ago

    Étreux, Hauts-de-France, United States JOHNLEONARD Full time

    We are seeking a highly skilled Senior Administrative Assistant to join our team at JOHNLEONARD in Boston, MA. This full-time role comes with a competitive salary range of $80K-$100K and a comprehensive benefits package.In this Senior Assistant role, you will provide administrative support to a busy team of attorneys in private client and estate planning...

  • Senior Underwriting Officer, Property

    3 weeks ago

    Étreux, Hauts-de-France, United States Liberty Mutual Full time

    Job SummaryLiberty Mutual is seeking a highly skilled Senior Underwriting Officer, Property to join our team. This role will provide expert technical underwriting assistance and formal referral approval for the Property and Marine line of business. The ideal candidate will have robust Inland Marine / Ocean Marine experience and be able to interact with field...

  • Senior Living Community Leader

    3 weeks ago

    Étreux, Hauts-de-France, United States Five Star Senior Living Full time

    We are seeking an exceptional Executive Director to lead our senior living community in operational management, goal setting, and long-term growth. The ideal candidate will provide comprehensive leadership, manage a team of professionals, and ensure outstanding resident care and wellbeing.Key ResponsibilitiesPartners with regional and corporate leadership on...