Institutional Trust Officer
1 day ago
We 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 cash, cost basis, tax reporting, and other essential aspects.
- Collaborate with Financial Advisors and clients to define goals and objectives, working closely with the Investment Officer to establish suitable asset allocation and review and approve portfolio changes in complex situations.
- Minimum 5 years of experience in Retirement & Institutional Trust Custody Service administration.
- Profound knowledge of fiduciary and ERISA regulations, ensuring compliance with applicable client relationships.
- Demonstrate exceptional efficiency and flexibility in performing detailed transactional tasks and assignments, with the ability to adapt to changing priorities and deadlines in a fast-paced environment.
- Partner with other functional areas to achieve objectives, maintaining a big-picture orientation while attending to details.
- Understanding of various types of investments and strategies, with the ability to interpret and apply policies and recommend changes as necessary.
- Work with minimal oversight, making non-routine decisions and bringing complex problems to management for guidance.
- Effective communication skills, both orally and in writing, with all organizational levels.
- Active involvement in related professional organizations.
- Bachelor's degree in finance or accounting, or equivalent experience.
- $90K-$140K salary range based on experience.
- Bonus eligibility.
- Hybrid work schedule.
We offer a comprehensive benefit package, including medical, dental, vision, 401k, and PTO.
Keywords: financial, trust fund, trust manager, financial planning, trust administration, client service, invest, investing, investments, investment management, asset manager, asset management, portfolio management, financial analysis, financial modeling, benefits, PTO, 401k
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