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
- ...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
- Hightower Advisors in Delaware seeks a Senior Trust Officer to manage a book of trust accounts, interpreting documents and ensuring fiduciary compliance while building strong client relationships. You will collaborate with clients, advisors and internal partners, perform...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...Suggested
- 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
- JPMorgan Chase & Co. in Newark, DE seeks a Trust Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust administration, analyze documents for... ...sell JPM products/services. The role emphasizes fiduciary duties, client service excellence, and...Senior
- Trust Officer - JP Morgan Trust Company of Delaware The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates...
$140k - $150k
...Senior Trust Officer Founded in 2008, Hightower is a wealth management firm that provides investment... .... Hightower Trust Company provides fiduciary services and investment management... ...years of trust administration and/or estate planning experience with at least 7 year...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- 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
- 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
- Fifth Third Bank in Cincinnati, OH invites a Trust Officer II to manage sophisticated personal trust accounts, agency, IRA, and custody portfolios. The role emphasizes fiduciary responsibilities, risk management, and client-focused service, aligned with private bank standards...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
- JTC Group seeks an experienced Trust Administrator to manage complex fiduciary accounts for US domestic and international clients. You will ensure high-quality client service, address trust issues, and guide administrative staff while maintaining compliance with applicable...Senior
- JTC Group is seeking an experienced Senior Trust Administrator to manage complex fiduciary accounts for US domestic and international clients. You will ensure compliance, mitigate fiduciary risks, and collaborate with legal, tax, and investment teams. Ideal candidates...Senior
- ...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
- ...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
- JTC is seeking a Trust Officer, Assistant Manager - Private Client to lead complex fiduciary accounts for US domestic and international clients. You will administer trusts, ensure compliance, and support a team within a fast-paced environment. This role requires a finance...Senior
- ...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 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...
- 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
- 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...
- 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
- ...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
- Northern Trust is a global wealth management and fiduciary services firm seeking a Fiduciary Account Manager to coordinate administration of complex fiduciary... ...knowledge, and accurate service execution, across estate, guardianship and advisory services. The position requires...Senior
$92.11k - $156.88k
...Specialty Wealth Assets (real estate, closely held entities... ...interests), held in fiduciary accounts on the Wealth... .../general partners/officer, and 3rd party service... ...SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY... ...with assigned Trust Officers and other relationship...SeniorRemote work- ...JOB Primary responsibilities to include trust administration and ensuring assigned personal... ...include the administration of complex fiduciary trust relationships including both directed... ...of experience in trust administration, estate planning, or wealth management. In-depth...Permanent employment
$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 accounts... ...bank clients' in executing estate plans, which may include the... ...advice and counsel from Senior Trust Officers and Regional Fiduciary...- ...America is committed to an in-office culture that supports collaboration... ...an impact. Join us! Delaware Trust Officer I (DE TO I),... ...for faithfully executing our fiduciary duties as well as complying with... ..., particularly in the area of estate planning. Additionally, Trust...Work at officeWork from homeFlexible hoursShift workDay shift
- ...Life at Kestra Kestra Holdings Website: Arden Trust Company (Arden Trust) is part of Kestra Holdings... ...training, or work experience. 0 - 3 year’s Trust Officer experience A good-working knowledge of all types of Fiduciary relationships. Strong interpersonal and effective...Work experience placementImmediate start
- ...administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors... ..., or work experience. 0 - 3 year’s Trust Officer experience A good-working knowledge of all types of Fiduciary relationships. Strong interpersonal and effective...Work experience placementImmediate start
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