Senior Trust & Fiduciary Specialist for HNW Clients
TIAA
TIAA is seeking a Sr. Trust Administrator to serve as subject matter expert on fiduciary matters for high net-worth clients, focusing on growth, retention, and client satisfaction. The role involves communicating with clients, advisors, and service providers about trust and estate options, and ensuring fiduciary duties are met. Ideal candidates have extensive financial services experience, familiarity with Delaware trusts, and potentially JD or CTFA credentials, with a strong emphasis on #J-18808-Ljbffr TIAA
- Fifth Third Bank seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty trusts, ensuring compliance... ...governing documents and laws. You will partner with clients, advisors and internal teams to deliver superior service...SeniorHigh net worth
- Nuveen is seeking a Trust Administrator to serve as a subject matter expert on fiduciary matters, focusing on growth, retention and client satisfaction for high net-worth clients. You will interact with clients, agencies, advisors, and partners on laws and options concerning...SeniorHigh net worth
- TIAA in Newark, Delaware seeks a Sr. Trust Administrator to serve as an SME on fiduciary matters for high net-worth clients, focusing on growth, retention, and client satisfaction. You will administer Trust, Investment Agency and Custody accounts and participate in governance...SeniorHigh net worth
- Goldman Sachs Group, Inc. is seeking a Senior Trust Officer (STO) based in Wilmington, Delaware. This role involves serving high-net-worth clients and navigating complex fiduciary landscapes. The ideal candidate will have a bachelor’s degree, extensive experience in trust...SeniorHigh net worth
- 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...SeniorHigh net worth
- JTC Delaware is seeking a Trust Associate to support day-to-day administration of a diverse book of complex personal... ...advisors, family office managers, and individual clients. Responsibilities include handling fiduciary accounts, billing, cash transactions, discretionary...High net worthWork at office
- 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
- ...Sachs Private Wealth Management seeks a Senior Trust Officer (STO) to lead the management... ...trust relationships for high-net-worth clients in Wilmington, Delaware. The STO collaborates... ...and tax teams to deliver customized fiduciary solutions and ensure regulatory...SeniorHigh net worth
- The Goldman Sachs Group is looking for a Senior Trust Officer (STO) for their Wilmington, Delaware office. This role involves... ...key trust company relationships and providing expert fiduciary services to high-net-worth clients. You will be part of a collaborative team that values...SeniorHigh net worthWork at office
- ...seeking a detail-oriented and experienced Senior Trust Officer to join our Trust and Wealth... ...Employment Type: Permanent. Department: Private Client. Division: Private Client Services.... ...include the administration of complex fiduciary trust relationships, including both directed...High net worthPermanent employmentLocal area
- 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
- Hightower Advisors is seeking a Senior Trust Officer to administer a book of trust accounts in accordance with fiduciary principles while cultivating relationships with clients and advisors. You will interpret legal documents, maintain service levels, and coordinate with...Senior
$153.7k - $256.1k
...Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele. Works... ...value-add solutions, including credit, planning, fiduciary, family office services, etc. Participate in Wealth...SeniorHigh net worthWork experience placementWork at officeLocal area- ...responsible for managing complex fiduciary relationships, including high-net-worth and specialty trust accounts, in accordance with... ...organizational policies. The Senior Trust Officer serves as a primary... ...advisor, partnering with clients, financial advisors, and internal...SeniorHigh net worthShift work
$81.4k - $118k
Trust Administrator The Sr. Trust Administrator serves as subject matter expert on fiduciary matters and high net-worth client specific issues focused on growth, retention and client satisfaction communicating with clients, agencies, advisors, and other partners on the...SeniorHigh net worthWork experience placementWork at office- Wilmington Trust is seeking a trusted administrator to support Global Capital Markets trust and entity administration for high-net-worth private and institutional clients. You will assist relationship managers, manage daily client requests, and ensure accurate processing...High net worth
- ...run our company and how we deliver for our clients, teammates, communities, and shareholders... ...to make a difference. Join us! Delaware Trust Officer II (DE TO II), Wilmington, DE -... ...responsible for faithfully executing our fiduciary duties as well as complying with all laws...High net worthWork from homeShift workDay shift
- M&T Bank Corporation in Wilmington, Delaware is seeking a professional for Global Capital Markets trust administration, focusing on high net-worth clients. Responsibilities include maintaining client relationships, processing transactions, and ensuring compliance with...High net worthHourly pay
$84k - $110k
Job Description Private Client Services at BDO is a boutique practice within our firm. Offering... ...all aspects of estate, income, gift, and trust tax consulting and compliance; charitable... ...insurance planning. Job Summary A Tax Senior, Private Client Services is responsible...SeniorHigh net worthPrivate practiceWork at office$75k - $85k
Franklin Templeton is looking for a Relationship Associate / Trust Administrator in Wilmington, DE. The role requires at least 4 years... ...administration tasks, providing excellent service to high-net-worth clients, and coordinating with internal teams. The position offers a...High net worth- Wilmington Trust in Wilmington, Delaware seeks a trusted professional to assist with Global Capital Markets trust or entity administration and servicing for high net-worth clients. You will support account relationship managers and act as the primary contact for daily...High net worthWork experience placement
- Of Counsel Tax, Trusts & EstatesPosition OverviewWe are seeking an experienced Of Counsel... ...and charitable strategies while supporting client development and mentoring junior... ...transfer taxes; prepare and review estate and fiduciary tax returns (Form 706, Form 1041) and related...High net worth
- Schwab is seeking a Trust Officer to grow and maintain relationships with registered investment advisors, trust beneficiaries, and other... ...on-site work required in the specified locations. You will lead client service, coordinate discretionary distributions, review accounts...Senior
- BDO USA is seeking a Tax Senior, Private Client Services, to provide tax compliance and consulting to high net-worth individuals and families. You will lead engagements, gather information from clients and advisors, and prepare complex returns across various entities while...SeniorHigh net worth
- Goldman Sachs Trust Company (GSTC) in Delaware seeks a Trust Analyst/Associate to support client accounts, oversee cash management, and ensure regulatory compliance. The role is based in our Delaware office and involves coordinating investment advisory accounts and onboarding...High net worthWork at office
- Goldman Sachs is seeking a Trust Analyst/Associate for the The Goldman Sachs Trust Company (GSTC) in Delaware. The role focuses on direct... ...management, and operational support for ultra-high-net-worth clients. Work involves cash management, tax filings, onboarding, and coordinating...High net worth
$22.61 - $37.67 per hour
M&T Bank in Wilmington, Delaware seeks a detail-oriented professional to assist with Global Capital Markets trust administration for high net-worth clients. The role requires excellent customer service skills and experience in client relationships. Candidates should have...High net worthHourly pay- 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
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...grow, and make an impact. Join us!Delaware Trust Administrative Officer II (DE TAO II),... ...Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs...High net worthFull timeWork at officeWork from homeShift workDay shift
- ...Corporation in Wilmington, Delaware, is seeking an administrator to support Global Capital Markets trust and servicing for high net-worth private and institutional clients. You will assist Relationship Managers, prepare documents for meetings, and process related...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust & Fiduciary Specialist for HNW Clients. Be the first to apply!
- junk removal specialist Newark, DE
- continuous improvement specialist Newark, DE
- loss prevention specialist Newark, DE
- hospitality specialist Newark, DE
- medical prior authorization specialist Newark, DE
- fabrication specialist Newark, DE
- process specialist Newark, DE
- community health specialist Newark, DE
- credit specialist Newark, DE
- health specialist Newark, DE
