Senior Trust Officer

5 days ago


Philadelphia, Pennsylvania, United States Franklin Templeton Full time

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations.

We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions.

Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth.

As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits.

We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

POSITION SUMMARY:

Fiduciary Trust International's Radnor, PA office, approximately 30 minutes outside of Philadelphia, is hiring a

Senior Trust Officer

to join our office of 60 investment and trust professionals. This position is eligible for a hybrid work schedule (partially remote).

KEY RESPONSIBILITIES:

  1. Serve as relationship manager for client relationships.
  2. Work in close coordination with Portfolio Managers to provide industry-leading client service and advice.
  3. Develop and nurture centers of influence including clients' accountants, attorneys, and other trusted advisors.
  4. Understanding of complex estate planning structures (GRATs, Private Foundations, Family Limited Partnerships, estates, etc.).
  5. Administer trust accounts while remaining current on relevant laws, issues, and topics.
  6. Oversee client requests including discretionary distributions, bill pay, asset transfers, gifts, contributions, acquisitions, and sales.
  7. Coordinate with tax department concerning client tax issues.
  8. Handle termination of trusts in coordination with our Trust Counsel, Investment Department, Tax Department, and other parties as necessary.
  9. Oversee the new account process from prospect to account funding including analyzing relevant documents to determine legal documentation required for compliance purposes.
  10. Participate in client financial planning process.

QUALIFICATIONS:

Bachelor's degree required

JD or advanced degree preferred (Masters, MBA or LLM)

CFP preferred

CTFA optional

8+ years of Trust Administration experience

Knowledge of Personal Trust Law and Administration

Strong attention to detail with the ability to perform multiple tasks in a fast-paced environment

Knowledge of trust accounting system, workflows, and best practices

Strong Excel, Word, and PowerPoint skills

Ability to exercise independent judgment consistent with department guidelines

Ability to organize and prioritize responsibilities and tasks

Compensation Range:

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.

There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience.

At FTI, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.

We expect the base salary for this position to range between $150,000 - $180,000 plus opportunity to earn a bonus.



  • Philadelphia, Pennsylvania, United States Franklin Templeton Full time

    Fiduciary Trust International, a premier investment and wealth management firm, is seeking a Senior Trust Officer to join its Special Needs Trust and Guardianship practice in Radnor, PA.This role involves administering Special Needs/Settlement Trust accounts, developing and nurturing centers of influence, and overseeing client requests, including...

  • Senior Trust Officer

    18 hours ago


    Philadelphia, Pennsylvania, United States Franklin Templeton Full time

    At Franklin Templeton, we're seeking a highly skilled Senior Trust Officer to join our team of professionals in Radnor, PA.This role is responsible for serving as relationship manager for client relationships, working closely with Portfolio Managers to provide industry-leading client service and advice, and developing and nurturing centers of influence.The...

  • Trust Officer

    1 week ago


    Philadelphia, Pennsylvania, United States gpac Full time

    We are seeking a skilled trust officer to provide investment management and trust administration services to high-net-worth clientele.As a trust officer, you will be responsible for managing personal trust accounts and estates, as well as developing customized solutions to assist clients in meeting their wealth management goals.Key...

  • Trust Officer

    5 days ago


    Philadelphia, Pennsylvania, United States gpac Full time

    We are seeking a seasoned trust officer to provide investment management and fiduciary services to high-net-worth clientele.As a trust officer, you will be responsible for managing personal trust accounts and estates, as well as developing customized solutions to assist clients in meeting their wealth management goals.Key Responsibilities:Administer...


  • Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full time

    About the RoleEisnerAmper is seeking a highly skilled Tax Senior Manager to join our Private Client Services (PCS) team. As a Tax Senior Manager, you will be responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities.Key ResponsibilitiesProvide expert tax planning and advisory services to clients,...

  • Tax Senior Associate

    2 weeks ago


    Philadelphia, Pennsylvania, United States Withum Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Senior Associate to join our Trust and Estate Tax Services Group. As a key member of our team, you will be responsible for providing exceptional tax planning and consulting services to our high net worth clients.Key ResponsibilitiesPrepare and review complex gift, estate, and fiduciary income...

  • Senior Caregiver

    1 week ago


    Philadelphia, Pennsylvania, United States Senior Helpers Full time

    Job Type: Part-timeHourly Rate: $14.00/hrAt Senior Helpers, we're dedicated to improving the lives of our clients and investing in the well-being of our employees. Our welcoming work environment is the perfect place for those who want to make a difference in the lives of others. By providing care to our clients, our caregivers play a vital role in helping...


  • Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full time

    About the RoleWe are seeking a highly skilled Tax Senior Manager to join our Private Client Services (PCS) team. As a key member of our team, you will be responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities.Key ResponsibilitiesProvide expert tax planning and advisory services to clients,...

  • Trust Asset Manager

    2 weeks ago


    Philadelphia, Pennsylvania, United States Wells Fargo Full time

    Job Title: Trust OfficerAt Wells Fargo, we are seeking a skilled Trust Officer to join our team. As a Trust Officer, you will play a critical role in ensuring the smooth operation of our trust services.Key Responsibilities:Read, interpret, and apply trust document language to specific situationsMake frequent distributions of cash or assetsConduct...

  • Senior Tax Manager

    1 week ago


    Philadelphia, Pennsylvania, United States CyberCoders Full time

    Job Title: Senior Tax Manager - High Net Worth, Trust, Estate, Gift ExpertJob Summary: We are seeking a highly skilled Senior Tax Manager to join our team. As a Senior Tax Manager, you will be responsible for reviewing and managing tax returns, extensions, and tax planning calculations for fiduciary returns.Key Responsibilities:* Review financial statements...

  • Trust Asset Manager

    2 weeks ago


    Philadelphia, Pennsylvania, United States Wells Fargo Full time

    Job SummaryWe are seeking a skilled Trust Officer to join our team at Wells Fargo. As a Trust Officer, you will be responsible for reading, interpreting, and applying trust document language to specific situations, as well as making frequent distributions of cash or assets.Key ResponsibilitiesConduct comprehensive reviews of account activity and terms of all...


  • Philadelphia, Pennsylvania, United States Jobot Full time

    About UsTop-rated law firm in Philadelphia with a national presence, boasting offices in key cities. Founded in 1933, we are a distinguished law firm with a commitment to excellence and a client-centric approach.Why Choose UsCompetitive Salary: $85,000 - $90,000 per yearLow Billable Hours: Enjoy a healthy work-life balance with minimal billable hoursOT Pay:...


  • Philadelphia, Pennsylvania, United States Wegman Full time

    Job OverviewOur client, a reputable regional law firm, is seeking an experienced Trusts and Estates professional to join their growing practice group. The ideal candidate will have a strong background in trusts and estates law, with a minimum of 8 years of experience. PA and NJ Bar admission is required. The successful candidate will have the flexibility to...


  • Philadelphia, Pennsylvania, United States Jobot Full time

    About UsJobot is a top-rated law firm in Philadelphia with a national presence, boasting offices in key cities such as Philadelphia, Washington, D.C., and New Jersey. We were founded in 1933, and are a distinguished law firm with a team of seasoned attorneys specializing in a wide spectrum of legal areas, including corporate law, litigation, intellectual...


  • Philadelphia, Pennsylvania, United States Insight Global Full time

    Job Title: Senior Office AdministratorWe are seeking a highly skilled and experienced Senior Office Administrator to join our team at Insight Global. As a key member of our corporate consulting firm, you will be responsible for providing administrative support to our offices in the Philadelphia area.Key Responsibilities:Manage office supplies and inventory,...


  • Philadelphia, Pennsylvania, United States Jobot Full time

    About UsJobot is a top-rated law firm in Philadelphia with a national presence. We were founded in 1933 and have a team of seasoned attorneys specializing in corporate law, litigation, intellectual property, and real estate.Why Choose UsCompetitive compensation: $120,000 - $160,000 per yearLow billable hoursGreat benefitsRoom to growHybrid work environment...


  • Philadelphia, Pennsylvania, United States Glenmede Full time

    Empowering Financial Futures through Expertise and Innovation.Glenmede, a trusted partner for private wealth, endowment & foundation, and investment management clients, seeks a highly skilled Estate and Trust Settlement Officer to join our team. This role will operate in a hybrid work environment, 3 days per week in the office, and is open to candidates in...


  • Philadelphia, Pennsylvania, United States City of Philadelphia Full time

    {"title": "Senior Investment Officer", "description": "Investment Opportunities in PhiladelphiaThe City of Philadelphia Board of Pensions and Retirement is seeking a Senior Investment Officer to join our team. As a key member of our investment team, you will be responsible for evaluating and recommending investment managers and vehicles within various asset...


  • Philadelphia, Pennsylvania, United States Legend Senior Living Full time

    Unlock Your Potential with Legend Senior LivingAt Legend Senior Living, we're committed to maximizing the potential of every life we touch. As a Sales Specialist, you'll play a pivotal role in advancing our vision and achieving industry-leading occupancy goals.Your responsibilities will encompass all sales activities, community outreach, and special events,...

  • Senior Caregiver

    2 weeks ago


    Philadelphia, Pennsylvania, United States Always Best Care Senior Service Full time

    Full Time Traveling Caregiver PositionWe are seeking a compassionate and reliable Full Time Traveling Caregiver to join our team at Always Best Care Senior Service. As a Caregiver, you will provide aid and comfort to seniors in their homes, as well as administrative support at our main office in South Philadelphia.Responsibilities:Provide personal care...