Senior Trust Officer
4 weeks ago
Fiduciary Trust International, a leading investment and wealth management firm, is seeking a Senior Trust Officer to join our Special Needs Trust and Guardianship practice in Radnor, PA. This role offers a unique opportunity to work with high-net-worth individuals and families, developing holistic strategies to optimize their portfolios while mitigating the impact of taxes on their wealth.
Key Responsibilities- Administer Special Needs/Settlement Trust accounts, staying current on relevant laws, issues, and topics.
- Develop and nurture centers of influence, including clients' accountants, attorneys, and other trusted advisors.
- 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, analyzing relevant documents to determine legal documentation required for compliance purposes.
- Work in coordination with Portfolio Managers to provide industry-leading client service and advice.
- Bachelor's Degree required.
- JD or advanced degree preferred.
- Industry credentials highly preferred (CFP or CTFA preferred).
- 8+ years of Trust Administration experience.
- Knowledge of Special Needs Trust and Guardianship Law and Administration.
- Excellent verbal and written communication skills.
- Knowledge of trust accounting system, workflows, and best practices.
Franklin Templeton offers a competitive compensation package, including a discretionary bonus, 401k plan, health insurance, and other perks. The base salary for this position is expected to range between $150,000 - $180,000.
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Senior Trust Officer
3 weeks ago
Wayne, Pennsylvania, United States Franklin Templeton Full timeFiduciary Trust International, a premier investment and wealth management firm owned by Franklin Templeton, is seeking a Senior Trust Officer to join its Special Needs Trust and Guardianship practice.This role is responsible for administering Special Needs/Settlement Trust accounts, remaining current on relevant laws, issues, and topics, and overseeing...
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Trust Officer
3 weeks ago
Wayne, Pennsylvania, United States Franklin Templeton Full timeFiduciary Trust International, a premier investment and wealth management firm owned by Franklin Templeton, is seeking a skilled Trust Officer to join its Radnor, PA office.This role is ideal for a professional with a strong understanding of complex estate planning structures, including GRATs, Private Foundations, and Family Limited Partnerships.The...
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