Current jobs related to Senior Trust Officer, Special Needs - Wilmington - Arden Trust Company

  • Trust Officer

    1 month ago


    Wilmington, United States Bessemer Trust Company Full time

    Bessemer’s Delaware bank has an opening for a Trust Officer in its Wilmington office. The office supports Ultra High Net Worth clients, and has grown since its formation in 2004, to administer more than 1,650 trusts with more than $120 billion in assets under supervision. As a result of Delaware’s unique trust laws and the related unusual assets held in...

  • Senior Trust Officer

    2 weeks ago


    Wilmington, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DE ISC’s team of Financial Services Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington.The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning....

  • Senior Trust Officer

    2 weeks ago


    Wilmington, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DE ISC’s team of Financial Services Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington.The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning....


  • Wilmington, United States Piper Companies Full time

    Piper Companies  is looking for a  Senior Personal Trust Officer   for a Chartered Trust Company for a  Full Time, Hybrid position  in  Wilmington, Delaware. Responsibilities for the Senior Personal Trust Officer Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing...


  • Wilmington, United States Piper Companies Full time

    Piper Companies  is looking for a  Senior Personal Trust Officer   for a Chartered Trust Company for a  Full Time, Hybrid position  in  Wilmington, Delaware. Responsibilities for the Senior Personal Trust Officer Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing...


  • Wilmington, United States Piper Companies Full time

    Piper Companies  is looking for a  Senior Personal Trust Officer   for a Chartered Trust Company for a  Full Time, Hybrid position  in  Wilmington, Delaware. Responsibilities for the Senior Personal Trust Officer Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing...

  • Senior Trust Officer

    3 weeks ago


    Wilmington, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...


  • Wilmington, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

  • Senior Trust Officer

    4 weeks ago


    Wilmington, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

  • Senior Trust Officer

    3 months ago


    WILMINGTON, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...


  • WILMINGTON, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...


  • Wilmington, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...


  • Wilmington, Delaware, United States Bessemer Trust Company Full time

    We are seeking a Senior Fiduciary Professional to join our team in Wilmington, Delaware. As a Senior Fiduciary Professional, you will be responsible for the administration of complex trusts, including preparing and reviewing documents related to trust transfers, coaching client advisory teams on account structure and fees, and serving as an in-house resource...


  • wilmington, United States International Search Consultants Full time

    Senior Trust OfficerWilmington, DE ISC’s team of Financial Services Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington.The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning....


  • Wilmington, Delaware, United States Wilmington Trust Full time

    About the PositionWe are seeking a Trust and Investment Management Relationship Officer to join our team at Wilmington Trust. In this critical role, you will be responsible for managing client relationships and daily administration of assigned Global Capital Markets accounts.As a key member of our team, you will serve as the main point of contact with...

  • Trust Officer

    3 weeks ago


    Wilmington, Delaware, United States Citizens Full time

    Senior Trust Officer Job DescriptionWe are seeking a Senior Trust Officer to join our team at Citizens Private Wealth. This role is responsible for advising high net worth clients on their trust and estate administration needs.About the RoleThis position involves leading the day-to-day management and administration of trust accounts, as well as working with...

  • Senior Trust Officer

    4 weeks ago


    Wilmington, DE, United States Citizens Full time

    DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

  • Trust Officer

    4 days ago


    Wilmington, North Carolina, United States International Search Consultants Full time

    Company Overview">International Search Consultants, a leading recruitment firm in the financial services industry, is partnering with a reputable wealth management company to find a skilled Trust Officer. This senior-level position offers an exciting opportunity for experienced professionals to join a dynamic team and contribute to the growth of the company.


  • Wilmington, Delaware, United States Brown Brothers Harriman & Co. Full time

    About Us At Brown Brothers Harriman & Co., we value diversity and inclusion in the workplace. We believe that each employee's unique perspective contributes to our success. The Opportunity As a Senior Trust Officer, you will play a critical role in administering trust accounts for high-net-worth clients. You will be responsible for overseeing all aspects of...


  • Wilmington, United States Piper Companies Full time

    Piper Companies  is looking for an  Institutional Trust Officer   for a Chartered Trust Company for a  Full Time, Hybrid position  in  Wilmington, Delaware. Responsibilities for the Institutional Trust Officer Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing...

Senior Trust Officer, Special Needs

1 week ago


Wilmington, United States Arden Trust Company Full time

Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.

This is an advanced level role with excellent knowledge of the field and strong leadership skills. The Trust Officer Senior oversees account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors in support of Trust business objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

  • Establishes operational objectives and work plans, and delegates assignments to subordinates.
  • Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division.
  • Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise.
  • Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.
  • Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
  • Establishes and assures adherence to budgets, schedules, work plans and performance requirements.
  • Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
  • Performs account administration functions according to internal policies and procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
  • Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
  • Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures.
  • Communicates and works effectively with all professional partners and co-workers.
  • Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business.
  • Other related duties assigned as needed.
KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities.
  • A good-working knowledge of all types of Fiduciary relationships.
  • Strong interpersonal and effective communication skills.
  • Strong organizational skills and aptitude for detail.
  • Teamwork and leadership orientation.
  • Ability to easily adapt to changing work environment.
  • CTFA (Certified Trust Financial Advisor) designation a plus.
SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:
  • Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
  • 7+ years Trust Officer experience.
CERTIFICATES, LICENSES, REGISTRATION: None

INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:
By applying to a job at Arden Trust Company (a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. #J-18808-Ljbffr