Fiduciary Officer

4 weeks ago

Woodbridge, New Jersey, United States Bessemer Trust Full time
Fiduciary Officer Job Summary:

At Bessemer Trust, we are seeking a highly skilled Fiduciary Officer to join our team. The successful candidate will be responsible for supporting internal colleagues in all aspects of trust administration, including reviewing distribution request memos, participating in the review of special investment requests, and preparing accurate abstracts of trust instruments.

Key Responsibilities:

  • Support internal colleagues in trust administration, including training on appropriate techniques.
  • Review and prepare accurate abstracts of trust instruments.
  • Participate in the review of distribution request memos and special investment requests.
  • Issue spot newly accepted trusts to provide proper account setup guidance.
  • Prepare Initial Trust Reviews for newly opened trust accounts.
  • Oversee the trust termination process, including drafting Receipt, Release & Refunding Agreements.

Additional Responsibilities:

  • Support internal colleagues in the administration of trusts, including editing and drafting policies and procedures.
  • Review workflows submitted by client teams to ensure accuracy and proper trust administration.
  • Perform special projects, as needed, including reviewing trusts for compliance with investment policies.
  • Work with other Bessemer departments to effectuate proper trust administration.

Qualifications:

  • College degree required; Law degree preferred.
  • 5+ years experience in personal trust administration, working knowledge of Trust Laws.
  • Fast learner with the ability to learn on the job.
  • Excellent analytical skills and attention to detail.
  • Working knowledge of basic income tax, estate tax, gift tax, and GST tax.
  • Ability to work independently and self-start projects.
  • Excellent interpersonal skills and ability to deal effectively with a wide variety of people.
  • Excellent computer skills, proficiency with Microsoft Word and Excel.
  • Ability to handle multiple competing priorities and organize tasks effectively.
  • Excellent oral and written communication skills.


About Bessemer Trust:

Bessemer Trust is a leading provider of trust and investment services. We are committed to delivering exceptional service to our clients and are seeking a highly skilled Fiduciary Officer to join our team.

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