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Associate Trust Officer
2 days ago
Rockefeller Capital Management Wilmington, United StatesAbout Rockefeller Capital Management: · Rockefeller Capital Management is a leading independent financial advisory firm - providing wealth management, asset management, and strategic advisory services to ultra · - and high-net-worth individuals, families, businesses, and institut ...
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Delaware Trust Administrative Officer I
1 week ago
Bank of America Wilmington, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
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Trust Officer
2 days 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 ...
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Trust Officer
1 week 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 ...
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Trust Officer
1 week 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 ...
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Senior Trust Officer
1 week 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, ...
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Senior Trust Officer
1 week 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, ...
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Senior Trust Officer
1 week ago
Citizens Wilmington, United StatesDescription · 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 ...
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Senior Trust Officer
1 week ago
M&T Bank Wilmington, DE, United StatesOverview:Responsible for the administration and fiduciary management of complex trust relationships within client relationships.Primary Responsibilities:Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an ...
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Senior Trust Officer
1 week ago
M&T Bank Wilmington, United StatesOverview:Responsible for the administration and fiduciary management of complex trust relationships within client relationships.Primary Responsibilities:Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an ...
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Director, Senior Trust Officer
1 day ago
Fidelity Investments Wilmington, United StatesJob 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 i ...
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Director, Senior Trust Officer
1 week ago
Fidelity Investments Wilmington, United StatesJob 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 in ...
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Director, Senior Trust Officer
1 week ago
Fidelity TalentSource LLC Wilmington, United StatesJob 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 i ...
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Director, Senior Trust Officer
2 weeks ago
Fidelity Investments Wilmington, United StatesDue 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 indiv Trust, Officer, Director, Seni ...
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Director, Senior Trust Officer
4 days ago
Fidelity TalentSource LLC Wilmington, United StatesJob 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 in ...
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Director, Senior Trust Officer
5 days ago
Fidelity Talentsource Llc Wilmington, United StatesJob 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 i ...
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Delaware Senior Trust Officer
6 days ago
The Bank of America Corporation Wilmington, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Trust, Officer, Senior, Financ ...
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Director, Senior Trust Officer
1 week ago
Fidelity TalentSource LLC Wilmington, United StatesJob 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 i ...
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Delaware Senior Trust Officer
1 week ago
Bank of America Wilmington, United States OTHERJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
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Senior Trust Officer
1 day ago
Citizens New Castle, 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 ...
Director, Senior Trust Officer - Wilmington, United States - Fidelity TalentSource LLC
Description
Job Description:
The RoleDue to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust OfficerThis 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 BringCollege degree or equivalent work experienceCTFA preferred, advanced degree/designation (JD, MBA, or CPA) considered but not required5 + years of trust administration with 12+ years overall work experienceSolid knowledge of trust and estate law, personal and trust taxation, estate planning, and other financial services requiredManaging client relationships to maintain their satisfaction and retain businessHandling a diverse book of business, including workflow for Trust AdministratorEnsuring account activity aligns with trust document, applicable law, and internal proceduresRecommending action on fiduciary decisions related to trust administrationProviding estate and tax expertise as necessaryUnderstanding and helping clients with complex financial situationsThinking strategically and tacticallyWorking independently and as part of a teamStrong 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 TeamOur 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:
Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join UsAt Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024.
And you don t need a finance background to succeed at Fidelity/u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelitys 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).At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process.Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer.We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@, or by calling , prompt 2, option 3.
