Institutional Trust Officer
1 week ago
Piper Companies is seeking a highly skilled Institutional Trust Officer to join our team in Wilmington, Delaware.
About the Role
The Institutional Trust Officer will be responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.
Key Responsibilities
- 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.
- Partner with other functional areas to accomplish objectives.
- Attend to details while maintaining a big-picture orientation.
- Understanding of various types of investments and strategies.
- Interpret and apply policies and identify and recommend changes as appropriate.
- Work with minimal oversight, make non-routine decisions, and bring complex problems to management for guidance.
- Communicate effectively, both orally and in writing, with all organizational levels.
- Active involvement in related professional organizations.
Requirements
- 5+ years of Retirement & Institutional Trust Custody Service administration experience
- Be knowledgeable in applying fiduciary and ERISA regulations and requirements to assure we are in compliance for the 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.
- Bachelor's degree in finance or accounting, or equivalent experience.
What We Offer
- $90K-$140K based on experience
- Bonus eligibility
- Hybrid work schedule
- Comprehensive benefit package: Medical, Dental, Vision, 401k, PTO
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