Delaware Senior Trust Officer - Wilmington
1 month ago
Job Summary
The Delaware Senior Trust Officer (Delaware STO) maintains a trust book and is a seasoned Trust Officer providing Delaware Trust Law expertise to the national markets.Responsibilities
- Work with clients, their attorneys and other professional advisors including co-trustees, investment advisors, accountants, distribution advisors, and protectors to understand the comprehensive estate plan.
- Facilitate a collaborative team approach to provide superior client service.
- Respond to requests from beneficiaries including request for discretionary distributions. Obtain supporting documents such as tax returns and budgets.
Job description
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