Senior Trust Officer — Fiduciary & Estate Strategy
Fidelity Investments
Fidelity Personal Trust Company in Greenville, DE seeks a Trust Officer to be the primary fiduciary contact for some of Fidelity's largest and most sophisticated trust relationships. The incumbent will oversee all facets of trust administration and relationship management with support from a Trust Administrator. The role requires extensive trust, estate, and tax knowledge, collaboration with internal partners, and a focus on client satisfaction. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer — Fiduciary & Estate Strategy in Wilmington, DE vacancy
- JP Morgan Trust Company of Delaware is seeking a Trust Officer to oversee trust administration and develop relationships... ..., and comprehensive knowledge of fiduciary products and regulations. This... ...and mental health support. #J-18808-Ljbffr The Accredited Estate PlannerSenior
- ...Sachs Private Wealth Management seeks a Senior Trust Officer (STO) to lead the management and... ...PWAs and tax teams to deliver customized fiduciary solutions and ensure regulatory compliance... ...bring extensive experience in trust, estate, and tax administration, plus a JD or...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
- 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...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
- Fidelity Personal Trust Company seeks a Senior Trust Officer to lead fiduciary relationships and oversee comprehensive trust administration for major clients across... ...applicable laws. In this role, you will provide estate and tax guidance, collaborate with Fidelity...Senior
- Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role... ..., a Bachelor's degree, and expertise in trust and estate law. Strong communication and analytical skills are crucial. The...Senior
- ...responsible for managing complex fiduciary relationships, including high-net-worth and specialty trust accounts, in accordance with... ...policies. The Senior Trust Officer serves as a primary relationship... ...advisors to implement investment strategies, resolve client issues, and...SeniorShift work
- ...Title At Greenleaf Trust Delaware, our teams are... ...highest standards of fiduciary excellence while providing... ...of ongoing strategies to achieve the client'... ...key areas of trust and estate planning, investment management... ...mentor Delaware Trust Officer and team members to...SeniorWork at officeMonday to FridayNight shift
$140k - $150k
...Hightower Trust Company Senior Trust OfficerFounded in 2008, Hightower is a... ...individuals, foundations and family offices, as well as 401(k)... ...Hightower Trust Company provides fiduciary services and investment... ...trust administration and/or estate planning experience with at...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hoursHighTower Advisors
Wilmington, DE3 days ago- 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
- The Goldman Sachs Group is looking for a Senior Trust Officer (STO) for their Wilmington, Delaware office. This role involves managing key trust company relationships and providing expert fiduciary services to high-net-worth clients. You will be part of a collaborative...SeniorWork at office
- 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-... ...partners on laws and options concerning trusts and estate matters. The role involves administering and...Senior
- Fifth Third Bank seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty trusts, ensuring compliance... ...across departments to implement investment strategies and resolve issues #J-18808-Ljbffr Fifth Third BankSenior
- ...in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an integral member... ...The incumbent will be the primary fiduciary contact for some of our largest and... ...understanding of trust and estate law, personal and trust taxation, estate...SeniorFull time
- ...Trust Officer VP in Wealth Management Solutions, Trust & EstatesThe Global Trusts & Estates Practice is an integral part of the services we offer... ...in serving as a corporate fiduciary for families, it is... ...services; maintain and develop strategies for increasing business with...
Chase
Newark, DE2 days ago - ...Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched... ...accounts, tax advice, trust and estate planning and family office services. CTC has offices in... ...Responsibility for the review of all new fiduciary accounts, and trust instruments governing...Work at office
Chilton Trust
Wilmington, DE13 hours ago - ...make a difference. Join us! Delaware Trust Officer II (DE TO II), Wilmington, DE - The Delaware... ...for faithfully executing our fiduciary duties as well as complying with all laws... ...protectors to understand the comprehensive estate plan. Facilitate a collaborative team approach...Work from homeShift workDay shift
- The Trust Officer coordinates and administers trust accounts for various... ..., accountants, trusts & estates attorneys and other intermediaries... ...with support from a Senior Trust Officer and/or Trust Company... ..., and in accordance with fiduciary standards and BBH policies and...Work at officeLocal area
- Trust Officer job at Chilton Trust. Wilmington, DE. Firm Description: Chilton Trust ("CTC")... ...portfolio accounts, tax advice, trust and estate planning and family office services.... ...Position Description: Provide support to the Fiduciary team to quarterback all Chilton Trust...Work at office
- The Global Trusts & Estates Practice is an integral part of the services... ...experience in serving as a corporate fiduciary for families, it is... ...their will, it is the Trust Officer's role to oversee the administration... ...; maintain and develop strategies for increasing business with...
$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE... ...and Residential Real Estate, LLC-LP-Closely Held Entities... ...Interests), held in fiduciary accounts on the Wealth... ...approvals) implements strategies for the Specialty Wealth... ...with assigned Trust Officers and other relationship...SeniorRemote work- 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
- Schwab is seeking a Trust Officer to grow and maintain relationships with registered investment advisors, trust beneficiaries, and other stakeholders for an assigned book of business. The role emphasizes compliance with bank policies and applicable state and federal regulations...Senior
- JTC is seeking a Trust Relationship Manager and Estate Settlement Advisor to oversee complex fiduciary accounts for US domestic and international clients from its Delaware office. The role involves managing estate settlements, ensuring fiduciary compliance, and guiding...SeniorWork at office
$91.06k - $151.77k
...Responsible for the administration and fiduciary management within client... ...assigned book of client trust accounts through demonstrated... ...state law concerning trust and estates, as well as industry... ...knowledge of asset allocation strategies Proficiency with personal...Work experience placement- ...is seeking a professional to join our Estate & Trust Practice Area. Interested individuals must... ..., gift, estate, inheritance, and other fiduciary tax issues for individuals and entities... ...Thomson Reuters Checkpoint, Microsoft Office and other programs related to tax...SeniorWork at officeRemote workRelocation packageFlexible hours
- 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... ...advisors, and service providers about trust and estate options, and ensuring fiduciary duties are met. Ideal...Senior
- 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...Senior
- City National Bank in Newark, DE seeks a Trust Officer II Custody to administer custody, escrow, agency and IRA accounts as Trustee, ensuring regulatory compliance and client service excellence. The role requires ERISA knowledge, five years of experience in custodial and...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer — Fiduciary & Estate Strategy. Be the first to apply!
Related searches
- senior associate architect Wilmington, DE
- senior dynamics crm developer Wilmington, DE
- senior application security Wilmington, DE
- senior account director Wilmington, DE
- senior supervisor Wilmington, DE
- senior plumbing designer Wilmington, DE
- senior advisor Wilmington, DE
- senior cloud data engineer Wilmington, DE
- senior customer service manager Wilmington, DE
- senior marketing coordinator Wilmington, DE