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
- JTC Group is seeking an experienced trust administrator to manage a diverse portfolio of fiduciary accounts for US domestic and international clients. The role emphasizes... ...abilities, and proficiency with trust accounting systems and MS Office. #J-18808-Ljbffr JTC GroupSenior
- 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
- 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
- JTC Group is seeking a Senior Trust Officer to join our Trust and Wealth Management team in Wilmington. The role oversees complex fiduciary accounts for US domestic and international clients, with emphasis on service quality and fiduciary risk management. The ideal candidate...Senior
- Fifth Third Bank, N.A. is seeking a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty trust accounts, in Wilmington, DE. You will act as the primary fiduciary advisor, partnering with clients, financial advisors, and...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
- ...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
$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 hours- 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
- 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
- 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
- ...DUTIES Administer a variety of complex fiduciary accounts for US domestic clients as well... ...identify and address different types of trust issues, unique assets, closely held entities... ...years of experience in trust administration, estate planning, or wealth management. In-depth...Senior
- ...Trust Officer VP in Wealth Management Solutions, Trust & EstatesThe 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...
- ...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
- ...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 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...
- A leading global financial services firm is seeking a Trust Officer VP in Wealth Management Solutions to oversee trust administration and maintain client relationships... ...in the Trust business, demonstrating strong fiduciary knowledge and client service skills. Excellent...
- 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
- ...legacies across generations? As a Senior Trust Officer (STO) within Goldman Sachs... ...worth clients, navigating complex fiduciary landscapes alongside our top tax, estate, and wealth management experts.... ...management capabilities and global reach. Our Private Wealth Advisors...SeniorFull timeWork at office
- 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 research tax laws, assist with planning, and advise internal partners on tax implications for...Senior
- Fifth Third in Wilmington, Delaware seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth accounts, and to act as the primary fiduciary advisor for clients and advisors. The role emphasizes risk management, adherence to governing...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$77.39k - $127.14k
## Senior Trust Tax AccountantApplylocations: Wilmington, DEtime type... ...investment management, trust and estate planning, brokerage and... ...the continued expansion of fiduciary tax services. The ideal candidate... ...Partner closely with Trust Officers, Wealth Advisors, Investment...SeniorWork at officeLocal areaFlexible hours- ...believe in the importance of in-office collaboration and fully intend... ...employer sponsorship.The Trust Officer is responsible for developing... ...and for the Personal Trust Fiduciary Committee.Manage volume of new... ...needed.Provide support to the Senior Trust Officer and Director....16 hoursFull timeWork experience placementWork at office
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