Senior Trust Officer
4 weeks ago
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:
- Serve as relationship manager for client relationships.
- Work in close coordination with Portfolio Managers to provide industry-leading client service and advice.
- Develop and nurture centers of influence including clients' accountants, attorneys, and other trusted advisors.
- Understanding of complex estate planning structures (GRATs, Private Foundations, Family Limited Partnerships, estates, etc.).
- Administer trust accounts while remaining current on relevant laws, issues, and topics.
- Oversee client requests including discretionary distributions, bill pay, asset transfers, gifts, contributions, acquisitions, and sales.
- Coordinate with tax department concerning client tax issues.
- Handle termination of trusts in coordination with our Trust Counsel, Investment Department, Tax Department, and other parties as necessary.
- Oversee the new account process from prospect to account funding including analyzing relevant documents to determine legal documentation required for compliance purposes.
- 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.
-
Senior Trust Officer
3 weeks ago
Philadelphia, Pennsylvania, United States Franklin Templeton Full timeAt 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
4 weeks ago
Philadelphia, Pennsylvania, United States gpac Full timeWe 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...
-
Tax Senior Associate
1 month ago
Philadelphia, Pennsylvania, United States Withum Full timeAbout 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 Tax Manager
4 weeks ago
Philadelphia, Pennsylvania, United States CyberCoders Full timeJob 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...
-
Trusts & Estates Specialist
4 weeks ago
Philadelphia, Pennsylvania, United States Wegman Full timeJob 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...
-
Trust and Estate Attorney
1 month ago
Philadelphia, Pennsylvania, United States Jobot Full timeAbout 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...
-
Estate and Trust Settlement Specialist
4 weeks ago
Philadelphia, Pennsylvania, United States Glenmede Full timeEmpowering 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...
-
Senior Sales Professional
4 weeks ago
Philadelphia, Pennsylvania, United States Legend Senior Living Full timeUnlock 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 Attorney
4 weeks ago
Philadelphia, Pennsylvania, United States Jobot Full timeAbout the Role:We are seeking a highly skilled attorney to join our team as a senior partner. The ideal candidate will have a strong background in corporate tax, real estate, trusts and estates, labor and employment, or other related fields.Key Responsibilities:Provide expert advice to clients on a wide range of transactional litigation mattersDevelop and...
-
Senior Assurance Manager
4 weeks ago
Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full timeAbout Our Assurance TeamWe're transforming the traditional reputation of auditing at EisnerAmper. Our Assurance Group operates on the core tenets of profound trust, professional integrity, and consistent results. We strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.We...
-
Senior Assurance Manager
4 weeks ago
Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full timeAbout the Role:We are seeking a Senior Manager to join our Governmental Assurance practice, able to sit in a number of our offices. This role will involve collaborating to plan audit objectives and determine an audit strategy, leading multiple audit engagements and competing priorities, and reviewing and examining, and analyzing accounting records, financial...
-
Communications Strategist
1 month ago
Philadelphia, Pennsylvania, United States Brandywine Realty Trust Full timeJob SummaryWe are seeking a seasoned Communications Strategist to join our team at Brandywine Realty Trust. As a key member of our communications team, you will be responsible for shaping and delivering the company's internal and external communication strategies.Your primary focus will be on crafting compelling narratives that engage diverse audiences,...
-
Senior Assurance Manager
4 weeks ago
Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full timeAbout the Role:We are seeking a Senior Manager to join our Oil & Gas Assurance practice, able to sit in a number of our offices.This is an exciting opportunity for a seasoned professional to lead multiple audit engagements and competing priorities, while maintaining active communication with clients to manage expectations and ensure satisfaction.The ideal...
-
Senior Corporate Attorney
4 weeks ago
Philadelphia, Pennsylvania, United States Jobot Full timeExceptional Opportunity for a Seasoned Attorney We are seeking a highly experienced attorney to join our team as a senior corporate attorney. The ideal candidate will have a strong background in corporate tax, real estate, trusts and estates, and labor and employment law. As a senior corporate attorney, you will be responsible for managing a book of...
-
Senior Water Resources Engineer
4 weeks ago
Philadelphia, Pennsylvania, United States Pennoni Full timeJob DescriptionPennoni is a multidisciplinary consulting engineering firm that has been serving clients for over five decades. Our team of experts approaches engineering challenges from a wide range of angles, from land development to energy management.We are looking for a Senior Engineer to lead our water and wastewater projects. This person will be...
-
Senior Assurance Professional
4 weeks ago
Philadelphia, Pennsylvania, United States Cohen & Company Full timeAudit Opportunities with Cohen & CompanyCohen & Company is seeking a skilled Senior Assurance Professional to join our team. As a Registered Funds Auditor, you will be responsible for conducting audits and reviews of financial industry clients, specifically mutual funds, exchange-traded funds, closed-end funds, and collective investment trusts.Key...
-
Philadelphia, Pennsylvania, United States Team Clean Full timeJob OverviewWe are seeking a highly skilled and organized Senior Administrative Coordinator to provide exceptional support to our Executive Vice President. This is an excellent opportunity to be part of a dynamic team and contribute to the company's success.About Team CleanTeam Clean is a Certified women's business enterprise and minority enterprise,...
-
Senior Assurance Manager
1 month ago
Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full timeWe are seeking a Senior Manager to join our Commercial Assurance practice, with flexibility to sit in a number of our approved locations.The ideal candidate will have 7+ years of progressive audit and/or assurance experience, with a strong background in commercial clients.As a trusted third party to our clients, we provide solutions that create assurance and...
-
Senior Assurance Manager
4 weeks ago
Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full timeAbout the Role:We are seeking an experienced Assurance Senior Manager to join our Banking Audit practice. As a trusted advisor, you will collaborate with clients to plan audit objectives and determine an audit strategy. Your expertise will be essential in leading multiple audit engagements and competing priorities, ensuring accuracy, completeness, and...
-
Senior Project Manager
4 weeks ago
Philadelphia, Pennsylvania, United States Westinghouse Electric Company, LLC Full timeWe are seeking a highly skilled Senior Project Manager to lead the delivery of the first AP1000 Reactors in Poland. The successful candidate will have experience in managing complex projects and will be responsible for coordinating with GES functional managers and cross-functional teams to implement standard work processes, procedures, and automation tools...