Senior Trust Officer
1 day ago
The Senior Trust Officer is a key member of our Private Wealth team, responsible for advising high net worth clients on their trust and estate administration needs. This role requires a strong understanding of fiduciary concepts, excellent communication skills, and the ability to build and maintain strong client relationships.
Key Responsibilities- Advise clients on trust and estate administration matters, including estate planning and trust income tax principles
- Manage trust accounts, ensuring compliance with applicable statutes and regulations
- Partner with clients and their external advisors to implement estate plans and achieve clients' goals
- Build and maintain strong relationships with clients, family members, and external advisors
- Participate in the training and development of Trust Officers and Trust Associates
- 7-10 years of experience in fiduciary account administration and client relationship management within a Private Wealth environment
- Strong communication, organization, and analytical skills
- Bachelor's Degree Required; Graduate degree preferred
- CTFA, CFP, or similar professional designation preferred
Citizens Financial Group, Inc. is an equal opportunity employer committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
-
Senior Trust Officer
1 day ago
Wilmington, Delaware, United States International Search Consultants Full timeSenior Trust Officer OpportunityInternational Search Consultants is partnering with a leading Wealth Management firm to find a Senior Trust Officer for their Trust Company in Wilmington, DE.The ideal candidate will provide support and advice to UHNW Clients on trust and estate administration and planning, serving as a Relationship Manager with high...
-
Senior Trust Officer
3 weeks ago
Wilmington, Delaware, United States JTC Group Full timeJob Title: Senior Trust OfficerWe are seeking a highly experienced and detail-oriented Senior Trust Officer to join our Trust and Wealth Management team at JTC Group.Main Responsibilities:Administer a diverse portfolio of complex fiduciary accounts for US domestic and international clients.Ensure superior client service while effectively managing fiduciary...
-
Trust Officer
2 weeks ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob Title: Trust OfficerAt Wilmington Savings Fund Society, we are seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for the daily administration of personal trust accounts, providing exceptional service to our clients, and managing complex relationships.Key Responsibilities:Manage personal trust accounts...
-
Trust Officer
3 weeks ago
Wilmington, Delaware, United States Charles Schwab Full timePosition OverviewWe are seeking a highly skilled Trust Officer to join our team at Charles Schwab. As a Trust Officer, you will be responsible for managing a portfolio of trust accounts, ensuring compliance with legal and regulatory requirements, and providing exceptional service to clients.Key ResponsibilitiesManage a portfolio of trust accounts, ensuring...
-
Trust Administration Officer
3 weeks ago
Wilmington, Delaware, United States City National Bank Full timeJob Title: Trust Administration Officer ICity National Bank is seeking a Trust Administration Officer I to join our team. As a Trust Administration Officer I, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts.Key Responsibilities:Administer personal trust...
-
Institutional Trust Officer
2 weeks ago
Wilmington, Delaware, United States Piper Companies Full timePiper Companies is seeking a highly skilled Institutional Trust Officer to join their team in Wilmington, Delaware. This is a Full Time, Hybrid position that offers a comprehensive benefit package and a competitive salary range of $90K-$140K based on experience.About the RoleThe successful candidate will be responsible for all aspects of trust...
-
Trust Administration Officer
6 days ago
Wilmington, Delaware, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Trust Administration Officer to join our team at City National Bank. As a Trust Administration Officer, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts, in accordance with the terms specified in the trust instrument.Key...
-
Trust Administration Officer
2 days ago
Wilmington, Delaware, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Trust Administration Officer to join our team at City National Bank. As a Trust Administration Officer, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts, in accordance with the terms specified in the trust instrument.Key...
-
Institutional Trust Officer
1 day ago
Wilmington, Delaware, United States Piper Companies Full timePiper CompaniesWe are seeking a highly skilled Institutional Trust Officer to join our team in Wilmington, Delaware.Responsibilities:Oversee all aspects of trust administration, ensuring seamless execution of new account setup, annual reviews, and ongoing relationship management.Conduct thorough reviews of all accounts to guarantee accurate categorization of...
-
Institutional Trust Officer
3 weeks ago
Wilmington, Delaware, United States Piper Companies Full timePiper Companies is seeking a skilled Trust Administration Specialist to join their team in Wilmington, Delaware. This Full Time, Hybrid position offers a comprehensive benefit package and a competitive salary range of $90K-$140K based on experience.About the RoleThe successful candidate will be responsible for all aspects of trust administration, including...
-
Trust Administration Officer I
3 weeks ago
Wilmington, Delaware, United States City National Bank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Trust Administration Officer I to join our team at City National Bank. As a Trust Administration Officer I, you will be responsible for administering personal trust accounts, including testamentary and inter vivos trusts, foundations, and agency accounts, in accordance with the terms specified...
-
Trust Officer
4 weeks ago
Wilmington, Delaware, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled Trust Officer to manage a portfolio of trust accounts, ensuring compliance with legal and regulatory requirements, and providing exceptional service to clients.Key ResponsibilitiesManage a portfolio of trust accounts, ensuring compliance with legal and regulatory requirementsProvide exceptional service to...
-
Senior Wealth Strategist
2 days ago
Wilmington, Delaware, United States Wilmington Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Wilmington Trust. As a Senior Wealth Advisor, you will be responsible for leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of our existing clients.Key ResponsibilitiesDevelop and...
-
Senior Wealth Advisor
2 days ago
Wilmington, Delaware, United States Wilmington Trust Full timeJob SummaryAs a Senior Wealth Advisor at Wilmington Trust, you will be responsible for providing comprehensive wealth management services to high net worth individuals and families. This includes developing and implementing customized investment strategies, providing financial planning and advice, and managing client relationships.Key ResponsibilitiesDevelop...
-
Summer Analyst
1 day ago
Wilmington, Delaware, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Our firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as...
-
Senior Wealth Management Advisor
6 days ago
Wilmington, Delaware, United States Wilmington Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Wilmington Trust. As a Senior Wealth Advisor, you will be responsible for providing comprehensive wealth management services to high net worth individuals, families, and businesses.Key ResponsibilitiesDevelop and implement customized wealth management...
-
Senior Wealth Management Advisor
4 weeks ago
Wilmington, Delaware, United States Wilmington Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Wilmington Trust. As a Senior Wealth Advisor, you will be responsible for providing comprehensive wealth management services to high net worth individuals, families, and businesses.Key ResponsibilitiesDevelop and implement customized wealth management...
-
Delaware Trust Officer II, Private Banking
6 days ago
Wilmington, Delaware, United States Bank of America Full timeJob Title: Delaware Trust Officer II, Private BankingAt Bank of America, we are committed to helping our clients achieve their financial goals through our Private Banking services. As a Delaware Trust Officer II, you will play a critical role in maintaining a trust book of fiduciary and investment management accounts, working closely with national Private...
-
Delaware Trust Officer II, Private Banking
3 weeks ago
Wilmington, Delaware, United States Bank of America Full timeDelaware Trust Officer II, Private BankingAt Bank of America, we are committed to helping our clients achieve their financial goals through our Private Banking services. As a Delaware Trust Officer II, you will play a critical role in maintaining a trust book of fiduciary and investment management accounts, working closely with national Private Bank and ML...
-
Regional Trust Director
3 weeks ago
Wilmington, Delaware, United States Citizens Full timeJob SummaryThis senior leadership role is responsible for overseeing the establishment and management of a Delaware Trust Company, supporting Citizens Private Wealth (CPW) Division. The Regional Trust Director will lead a regional team in delivering personal fiduciary services, ensuring compliance with legal, regulatory, and governing documentation...