Senior Trust Officer, Global Fiduciary & Estates
The Accredited Estate Planner
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, at least 7 years of relevant experience, and comprehensive knowledge of fiduciary products and regulations. This position is vital for maintaining the firm's reputation for superior client service. The role offers a competitive salary and benefits package, including health care, retirement plans, and mental health support. #J-18808-Ljbffr The Accredited Estate Planner
- 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 role requires extensive trust, estate, and tax knowledge, collaboration with...Senior
- ...Chase & Co. is seeking a Trust Officer VP in Wealth Management Solutions, Trust & Estates. You will oversee trust... ...reputation as a leading global financial services provider. In this senior position, you will manage... ...co-trustees, ensuring fiduciary duties are prudently carried...Senior
- Hightower Trust Company, a wholly owned subsidiary of Hightower, seeks a Senior Trust Officer to manage a book of trust accounts and cultivate client-advisor relationships. You will interpret legal documents, ensure fiduciary compliance, and maintain high service levels...Senior
- Hightower Advisors is seeking a Senior Trust Officer to administer a book of trust accounts, interpret... ...with internal teams to achieve fiduciary objectives and to handle discretionary... ...least 10 years in trust administration/estate planning with a JD preferred; strong knowledge...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
- Bank of America is seeking a Delaware Trust Officer I in Wilmington to professionally administer fiduciary accounts and provide expert support across trust-related services. The role collaborates with relationship managers and portfolio managers to address client needs...
- 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
$140k - $150k
...Senior Trust OfficerFounded in 2008, Hightower is a wealth management... ...individuals, foundations and family offices, as well as 401(k) consulting... ...Trust Company provides fiduciary services and investment management... ...trust administration and/or estate planning experience with at...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- Fifth Third Bank, N.A. in Cincinnati, OH is seeking a Trust Officer II for the Private Bank Center. You will administer more... ...Personal Trust, agency, IRA, and custody accounts, execute estate plans, and manage fiduciary risk while coordinating with clients and professionals...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
- 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
- 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
- ...This role is responsible for managing complex fiduciary relationships, including high-net-worth and specialty trust accounts, in accordance with governing... ...applicable laws, and organizational policies. The Senior Trust Officer serves as a primary relationship manager and...SeniorShift work
- ...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
- ...The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With... ...experience in serving as a corporate fiduciary for families, it is important that our... ...provision in their will, it is the Trust Officer's role to oversee the administration of...
- ...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
- 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
- ...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
- Bank of America in Wilmington, DE seeks a Trust Officer I to professionally administer fiduciary accounts and provide expert fiduciary guidance. You will work... ...address client needs, focusing on legality, tax and estate planning aspects while growing your book of business...
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over... ...experience in serving as a corporate fiduciary for families, it is important that our... ...in their will, it is the Trust Officer's role to oversee the administration of...
- 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
- Fifth Third Bank seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty trusts, ensuring compliance with governing documents and laws. You will partner with clients, advisors and internal teams to deliver superior...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
- ...Who We Are At Greenleaf Trust Delaware, our teams are dedicated... ...to the highest standards of fiduciary excellence while providing... ...knowledge in key areas of trust and estate planning, investment... ...Coach and mentor Delaware Trust Officer and team members to ensure each...SeniorWork at officeMonday to FridayNight shift
- ...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
$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides... ...and Residential Real Estate, LLC-LP-Closely Held Entities... .../Oil/Gas Interests), held in fiduciary accounts on the Wealth Management... ...as appropriate with assigned Trust Officers and other relationship...SeniorRemote work- A leading public accounting firm in Delaware is seeking a professional for their Estate & Trust Practice Area. This role requires expertise in estate and trust taxation, including preparing complex tax returns and providing consultation on estate planning. The firm offers...SeniorRemote jobFlexible hours
$91.06k - $151.77k
...TitleResponsible for the administration and fiduciary management within client relationships.... ...assigned book of client trust accounts through demonstrated proficiency... ...Federal and state law concerning trust and estates, as well as industry standards and practices...Work experience placement$71.1k - $145.9k
...Bank. GENERAL FUNCTION : The Trust Officer II (PBC) is a member of the Private... ...execution of the bank’s fiduciary responsibilities for trust... ...private bank clients' in executing estate plans, which may include the... ...advice and counsel from Senior Trust Officers and Regional Fiduciary...Full time- ...in our business, Fidelity Personal Trust Company seeks a Trust Officer. Job Description Note: Fidelity will... .... The incumbent will be the primary fiduciary contact for some of our largest and... ...services Solid understanding of trust and estate law, personal and trust taxation,...Full time
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