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    Senior Trust Officer - New York, United States - Franklin Templeton

    Franklin Templeton
    Franklin Templeton New York, United States

    3 weeks ago

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    Description

    Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

    Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

    POSITION SUMMARY:

    Fiduciary Trust International is hiring a Sr. Trust Officer to join our New York City office located at 280 Park Avenue in Midtown. This position is eligible for a hybrid work schedule (three days in office, partially remote).

    RESPONSIBILITIES:

    • Administer trust accounts while remaining current on relevant laws, issues and topics.
    • Respond to various client requests for wire transfers, discretionary principal payments, currency transactions, bill paying, deliveries/receives, gifts contributions, acquisitions and sales.
    • Ensure all transactions are in compliance with the trust agreement and state laws
    • Work closely with the Relationship Managers to establish and maintain client contact. While working with the Relationship Managers, act as a point of contact for client and intermediaries with accountants, attorneys, and other trusted advisors.
    • Coordinate with tax department concerning tax issues arising during the course of the trust administration process.
    • Handle termination of trusts in coordination with our Trust Counsel, Investment Department, Tax Departments, and other parties as necessary.
    • Oversee the new account process from opening to final funding.
    • Manage and oversee large, complex client relationships that include trusts, family limited partnerships, GRATs and foundations.
    • Collaborate with and provide guidance for junior members of the trust team.

    QUALIFICATIONS:

    • Bachelor's Degree required. JD considered a plus.
    • 5+ years' previous Trust Administration experience.
    • Knowledge of Personal Trust Law and Administration.
    • Knowledge of SEI Wealth Platform or similar accounting systems desirable.
    • Excellent verbal and written communication skills.
    • Strong attention to detail with the ability to perform multiple tasks in a fast-paced environment.
    • Strong Excel and PowerPoint skills.
    • Ability to exercise independent judgment consistent with department guidelines.
    • Ability to organize and prioritize responsibilities and tasks.

    Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Fiduciary Trust International, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the base salary for this position to range between $150K-170K.

    Learn about our Company: Click the link below to learn more about Fiduciary Trust International,

    • The Story of Fiduciary Trust International

    #LI-US

    #Hybrid

    #MID_SENIOR_LEVEL

    #Indeed

    Experience our welcoming culture and reach your professional and personal potential

    Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

    By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

    Learn more about the wide range of benefits we offer at Franklin Templeton

    *Most benefits vary by location. Ask your recruiter about benefits in your country.

    Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

    Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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