Senior Trust Officer: Client & Fiduciary Relations Lead
TPG Staffing
TPG Staffing is seeking a Senior Trust Officer for their Wilmington, DE location. This role involves administering personal trust accounts, ensuring compliance with policies, and maintaining client relationships. Ideal candidates should have at least 7 years of personal trust administration experience, a Bachelor's degree, and strong communication skills. This position offers the opportunity to work in a fast-paced environment and to mentor junior staff in trust administration. #J-18808-Ljbffr TPG Staffing
- A premier Trust Company in Wilmington, DE, is seeking a Senior Trust Officer to manage complex personal trust and estate accounts for UHNW clients. This role requires 7+ years of experience in trust... ...will excel in client relations and demonstrate leadership abilities...Senior
- ...seeking an experienced trust administrator to manage... ...a diverse portfolio of fiduciary accounts for US domestic and international clients. The role emphasizes risk... ...administration and related fields, strong leadership... ...accounting systems and MS Office. #J-18808-Ljbffr JTC...Senior
- WSFS Bank in Wilmington, DE, is looking for a Trust Officer I to oversee personal trust accounts and ensure fiduciary compliance. This role involves managing client relationships and coordinating resources to deliver exceptional service. The ideal candidate will have a...Suggested
- ...DUTIES Administer a variety of complex fiduciary accounts for US domestic clients as well as international and cross-... ...and address different types of trust issues, unique assets, closely held... ...in finance, Accounting, Law, or a related field. A JD, CFP, or CTFA designation...Senior
- ...Are At Greenleaf Trust Delaware, our... ...highest standards of fiduciary excellence while providing... ...service to our clients. Summary... ...perform activities related to our role as trustee... ...Development: Lead the business... ...mentor Delaware Trust Officer and team members to...SeniorWork at officeMonday to FridayNight shift
- JP Morgan Trust Company of Delaware is seeking a Trust Officer to oversee trust administration and develop relationships with clients and advisors. The ideal candidate will have a Bachelor’s Degree... ..., and comprehensive knowledge of fiduciary products and regulations. This...Senior
- JTC Group is seeking a Senior Trust Officer to join the Private Client Services team in a hybrid workplace. The role oversees complex fiduciary accounts and international clients, ensuring accurate administration and adherence to fiduciary duties. You will support staff...Senior
$53.74k - $88.29k
Bryn Mawr Trust in Wilmington, Delaware, is seeking a Trust Officer to manage personal trust accounts of moderate to high complexity. The role involves ensuring fiduciary compliance and delivering exceptional service to clients. Candidates should have a bachelor’s degree...$140k - $150k
HighTower Advisors is seeking a Senior Trust Officer to administer trust accounts while fostering relationships with clients and advisors. The ideal candidate will have a decade of experience in trust administration, preferably with a JD, and will manage compliance with...Senior- Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role involves collaborating with relationship teams and overseeing Trust Administrators. The ideal candidate will have 5 to 10 years of...Senior
- Kestra PWS is seeking a qualified professional in Wilmington, Delaware to oversee trust administrative functions and manage fiduciary relationships. This role involves delegating tasks, analyzing data for new business opportunities, and implementing strategic policies to...Senior
- ...a premier and growing Trust Company in Wilmington, DE, as a Senior Trust Officer , where your expertise... ...administration will shape lasting client relationships and... ...on client service and fiduciary excellence. Interpret... ...Finance, Business, or a related field. Minimum of 7+...SeniorFull timePart timeRemote work
- Job Title - Senior Trust Officer Help shape the future of Trust Administration. Our client, a cutting-edge trust company, is currently... ...confidentiality in all matters related to internal and external... ...and mentors subordinates. Fiduciary Expertise Perform a review...Senior
$140k - $150k
...foundations and family offices, as well as 401(k)... ...and help their clients achieve their... ...Future Team Hightower Trust Company is a... ...Company provides fiduciary services and investment... ...What You’ll Do The Senior Trust Officer will... ...condition (cancer-related), gender identity...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...in the importance of in-office collaboration and fully... ...sponsorship. The Trust Officer is responsible... ...instrument. Maintain high client service levels through... ...for the Personal Trust Fiduciary Committee. Manage... ...Provide support to the Senior Trust Officer and Director...SeniorFull timeWork experience placementWork at office
- The Goldman Sachs Group is looking for a Senior Trust Officer (STO) for their Wilmington, Delaware office. This role involves... ...trust company relationships and providing expert fiduciary services to high-net-worth clients. You will be part of a collaborative team that values...SeniorWork at office
$120k - $200k
...THE OPPORTUNITY? The Lead Fiduciary Compliance Specialist... ...closely with Compliance Officers and business stakeholders... ...and issues, including client activity and... ...Wealth Management or Trust & Fiduciary compliance... ...Fiduciary, or investment-related compliance environments...Work at office- Charles Schwab Corporation is seeking a Senior Manager (People Leader) to direct Trust Officers in complex personal trust administration from its Delaware-based... ..., mentor talent, and help shape processes serving clients, advisors, and beneficiaries. You will oversee...Senior
- ...our company and how we deliver for our clients, teammates, communities, and shareholders... ...make a difference. Join us! Delaware Trust Officer II (DE TO II), Wilmington, DE - The... ...responsible for faithfully executing our fiduciary duties as well as complying with all laws...Work from homeShift workDay shift
- Northern Trust, a Fortune 500 company, is a globally... ...s most sophisticated clients using leading technology and... ...Advisor manages complex fiduciary and wealth management... ...sophisticated clients. As a senior member of the service... ...through significant related work experience...SeniorWork experience placement
- ...Schwab’s Personal Trust Services (PTS)... ...services to Schwab clients, including... ..., and corporate fiduciaries. PTS products and... ...outsourcing. The Senior Manager (People... ...responsible for leading a team of Trust Officers and Senior Trust... ...members in their related administration efforts...SeniorWork experience placement
- Arden Trust Company in Wilmington, Delaware is seeking a Trust Officer Senior to manage Special Needs Trust accounts. The successful candidate will ensure client satisfaction, oversee account administration, and lead the development of trust administrators. The position...Senior
- City National Bank is seeking a Trust Officer in Wilmington, DE to administer estate and personal trust accounts. You will manage compliance, client relationships, and oversee trust account reviews. The ideal candidate has 8 years of experience in trust administration...Senior
- Bryn Mawr Trust, a WSFS Company, seeks a Senior Trust Tax Accountant to prepare and review fiduciary tax returns and ensure compliance for Delaware trust operations. You will... ...partners on tax implications for high-net-worth clients. The role requires a CPA/EA/JD or active...Senior
- The Trust Officer coordinates and administers trust accounts for various clients of Brown Brothers Harriman ("BBH") for... ...with support from a Senior Trust Officer and/or... ...and in accordance with fiduciary standards and BBH policies... ...of best practices related to trust...Work at officeLocal area
$53.74k - $88.29k
## Trust Officer IApplylocations: Wilmington, DEtime type: Full timeposted... ..., and institutional clients through multiple integrated... ...personal trust accounts—ensuring fiduciary compliance, risk-sensitive administration... ...in trust administration or related financial services, with a...Work at officeFlexible hoursNight shiftWeekend work- ...Description Chilton Trust (“CTC”) is a private wealth... ...planning and family office services. CTC has... ...mission is to provide our clients with a portfolio of services... ...s trust operations and related activities.... ...the review of all new fiduciary accounts, and trust instruments...Work at office
- MOHR Talent in Wilmington, DE is looking for a Trust Relationship Officer to oversee a portfolio of Special Needs Trusts. The ideal candidate will have over 8 years of trust administration experience and a deep understanding of public benefits like SSI and Medicaid. This...Senior
$122.54k - $208.72k
Team Lead Trust and Estate Administration What... ...profitability of assigned offices consistent with... .... Interfaces with clients, administrators,... ...of potential fiduciary responsibilities for... ...with executive and senior level management within... ...management sales related issues, processes...Work at officeRemote work$111.41k - $189.74k
...Trust Officer Administer estate and personal trust accounts including... ...do? Administer and interpret fiduciary accounts in accordance with... ...Obtain missing documents from clients. Produce and review gain/... ...Canada, one of North America's leading diversified financial...Work at officeLocal areaRemote work
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