- Effectively establish and manage strong client relationships within an assigned book of trust accounts. Meet with clients, family members and their advisors as appropriate.
- Educate clients and beneficiaries on estate and trust planning strategies to include state fiduciary law and practices, related trust income and estate tax principles and how to integrate these concepts into fiduciary investing.
- Handle intricate trust and relationship matters. Serve as a quarterback with other CCPW advisors to the trust to ensure best practices are met. Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CCPW client experience.
- Accurately interpret and apply provisions of trusts and wills consistent with applicable statutes and regulations. Routinely work with clients and their external advisors to implement estate plans to achieve clients' goals.
- Partner with CCPW colleagues to achieve business growth and retention goals. Build and maintain strong network of internal and external center-of-influence relationships.
- Participate in the training and development of Trust Officer and Trust Associates.
- Serve on various fiduciary/governance committees and project teams.
- 7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment.
- Experience with fiduciary investment concepts, analytics and reporting desirable.
- Strong communication, organization, and analytical skills.
- Bachelor's Degree Required
- Graduate degree preferred
- CTFA, CFP, or similar professional designation preferred
- Hours per Week: 40
- Work Schedule: Monday - Friday 8:00 AM - 5:00 PM
-
Trust Officer
2 weeks ago
Wells Fargo Philadelphia, United StatesRead, interpret and apply trust document language to specific situations; making frequent distributions of cash or assets. Conduct comprehensive reviews of account activity and terms of all types of accounts following Wells Fargo policies/procedures. Officer, Specialist, Trust, B ...
-
Trust Officer
1 week ago
Wells Fargo Philadelphia, United StatesAbout this role: · Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at · In this role, you will: · * Read, interpret and apply trust document language to ...
-
Senior Trust Officer
2 weeks ago
Citizens Bank Philadelphia, United States Full timeSenior Trust Officer - Delaware Trust · Wealth and Asset Management · Wilmington, Delaware; Philadelphia, Pennsylvania · ...
-
Trust Officer
3 weeks ago
Raymond James Financial Services Philadelphia, United States**Description****The location for this position we are hiring for is in:****NEW JERSEY, NEW YORK or PENNSYLVANIA****Job Summary** :Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer ...
-
Trust Officer
3 weeks ago
Wells Fargo Philadelphia, United States**About this role**: · **In this role, you will**: · - Conduct comprehensive reviews of account activity and terms of all types of accounts following Wells Fargo policies/procedures · - Provide the general administration for a book of assigned investment management and trust acco ...
-
Senior Trust Officer
3 weeks ago
Citizens Philadelphia, United StatesThe 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, ...
-
Senior Trust Officer
3 weeks ago
Citizens Bank Philadelphia, United StatesThe 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, ...
-
Senior Trust Officer
1 week ago
Citizens Financial Group, Inc. Philadelphia, United States· The 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 accoun ...
-
Senior Trust Officer
3 weeks ago
Citizens Philadelphia, United StatesThe 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, ...
-
Trust Officer
5 days ago
WSFS Bank Wilmington, United StatesJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive · Careers with WSFS Bank offer an inclusive and supportive culture, competitive sal ...
-
Estate and Trust Settlement Officer
1 week ago
Glenmede Philadelphia, United StatesFounded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $44.2 billion of assets under management (as of 12/31/2023), for high-net-worth individuals, families, family o ...
-
Estate and Trust Settlement Officer
1 week ago
Glenmede Philadelphia, United StatesFounded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $44.2 billion of assets under management (as of 12/31/2023), for high-net-worth individuals, families, family o ...
-
Trust Officer
3 weeks ago
Wilmington Trust Wilmington, United StatesOverview: · Responsible for the administration and fiduciary management within client relationships. · Primary Responsibilities: · Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. · Serve a ...
-
Senior Trust Officer
2 weeks ago
Citizens New Castle, United StatesThe 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, ...
-
Senior Trust Officer
3 weeks ago
Citizens Financial Group, Inc. Wilmington, United StatesThe 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, ...
-
Trust Officer
6 days ago
WSFS Bank Greenville, United StatesJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive · Careers with WSFS Bank offer an inclusive and supportive culture, competitive sala ...
-
Trust Officer
4 days ago
WSFS Bank Wilmington, United StatesJob Description · At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive sa ...
-
Trust Officer
5 days ago
WSFS Bank Wilmington, United StatesJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive · Careers with WSFS Bank offer an inclusive and supportive culture, competitive sal ...
-
Trust Officer
3 days ago
WSFS Bank Wilmington, United StatesJob Description · At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive sa ...
-
Trust Officer
4 weeks ago
Wilmington Trust Wilmington, United StatesOverview: · Responsible for the administration and fiduciary management within client relationships. · Primary Responsibilities: Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. · Serve as ...
Senior Trust Officer - Philadelphia, United States - Citizens Bank
Description
Description
The 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 beneficiaries to CCPW's comprehensive suite of investment, financial planning, insurance, and tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and retain new clients. They will perform these duties with high proficiency and integrity acting in accordance with the Bank's fiduciary responsibilities and best fiduciary and risk management practices, as trustee and/or executor.
Responsibilities
Qualifications
Education
Hours and Work Schedule
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth