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    Trust Officer - New York, United States - Rockefeller Financial

    Rockefeller Financial
    Rockefeller Financial New York, United States

    5 days ago

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    Description

    About Rockefeller Capital Management:

    Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.

    Position:

    The Trust Officer specializes in the management and administration of trusts for high and ultrahigh net worth individuals and families for assigned relationships. This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division.

    Responsibilities:
    • Manage trust client relationships
    • Manage the assets of trusts in accordance with trust and estate planning objectives, governing documents and applicable law
    • Review discretionary requests and interpret the trust document terms for appropriateness of the request
    • Perform initial and annual reviews of all assigned accounts and update account information as appropriate
    • Research, as necessary, and respond to management, compliance, audit and bank examiner inquiries, as requested
    • Work closely with investment personnel, both internal and external, to support trust requirements
    • Responsible for applying the provision of trusts consistent with the documents, applicable statutes and regulations as well as meeting KYC, AML, and other regulatory compliance standards
    • Participate in special projects as assigned
    • Master all systems related to trust account administration to ensure the proper flow of account opening and management
    • Maintain a presence in the local trust and estate professional community
    • Any other duties or responsibilities that may be assigned to this position
    Qualifications:
    • Bachelor's Degree
    • 3-5 years of experience in the fiduciary or trust field
    • Experience with trust administration for high net worth or ultra-high net worth individuals preferred
    Skills:
    • In depth product knowledge of fiduciary concepts and legal policies, and tax and investment issues related to trust administration
    • Excellent communication and presentation skills
    • Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
    • Strong attention to detail with excellent analytical skills
    • High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
    • Ability to proactively approach client relationships and manage colleagues to provide positive, solution-based outcomes for clients
    Compensation Range:

    The anticipated base salary range for this role is $110,000 to $120,000. Base salary for the role will depend on several factors, including a candidates qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit to learn more about additional opportunities and benefits offerings. ?

    Disclosure:

    Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, Rockefeller) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (protected characteristics).

    Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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