Institutional Trust Officer

1 week ago


Wilmington, Delaware, United States Piper Companies Full time

Piper 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 Role

The successful candidate will be responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management. They will also review all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting, and all other aspects of each trust.

Key Responsibilities

  • Responsible for trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.
  • Review of all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting, and all other aspects of each trust.
  • Interact with Financial Advisors and clients in defining goals and objectives, working along with the Investment Officer to establish the appropriate asset allocation and review and approve portfolio changes in trusts involving more complex situations or complex assets.

Requirements

  • 5+ years of Retirement & Institutional Trust Custody Service administration experience.
  • Knowledgeable in applying fiduciary and ERISA regulations and requirements to assure compliance for applicable client relationships.
  • Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

What We Offer

  • Comprehensive benefit package: Medical, Dental, Vision, 401k, PTO.
  • Hybrid work schedule.
  • Competitive salary range of $90K-$140K based on experience.

Keywords: financial, financials, financial company, trust fund, trust, trust manager, financial planning, financial planner, procedures, trust admin, trust administration, client service, client facing, invest, investing, investments, investment management, asset manager, asset management, portfolio management, financial analysis, financial modeling, benefits, pto, 401k



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