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    Director, Senior Trust Officer - Wilmington, United States - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Wilmington, United States

    1 week ago

    Fidelity Investments background
    Description
    Job Description:

    The Role

    Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer

    This role is an integral member of the Personal Trust Administration team which provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S.

    The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. With the help of a dedicated Trust Administrator, the Senior Trust Officer is responsible for all facets of trust administration and relationship management for their assigned relationships.
    The Expertise and Skills You Bring
    • College degree or equivalent work experience
    • CTFA preferred, advanced degree/designation (JD, MBA, or CPA) considered but not required
    • 5 + years of trust administration with 12+ years overall work experience
    • Solid knowledge of trust and estate law, personal and trust taxation, estate planning, and other financial services required
    • Managing client relationships to maintain their satisfaction and retain business
    • Handling a diverse book of business, including workflow for Trust Administrator
    • Ensuring account activity aligns with trust document, applicable law, and internal procedures
    • Recommending action on fiduciary decisions related to trust administration
    • Providing estate and tax expertise as necessary
    • Understanding and helping clients with complex financial situations
    • Thinking strategically and tactically
    • Working independently and as part of a team
    • Strong ability to collaborate both with business partners at all levels within the Fidelity organization; and with team members and investment advisors to meet the financial needs of trust beneficiaries.
    The Team

    Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company's trust administration expertise. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience.

    Certifications:

    Category:

    Investment Operations

    Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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