Senior Trust Officer
International Search Consultants
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Overview
Join a premier and growing Trust Company in Wilmington, DE, as a Senior Trust Officer , where your expertise in personal trust and estate administration will shape lasting client relationships and contribute directly to the firm’s continued success. This role is ideal for a seasoned trust professional who thrives in a high-touch, high-complexity environment and is ready to step into a visible leadership track.
What You’ll Do
- Serve as the primary relationship manager for a book of UHNW clients, managing complex personal trust and estate accounts with a deep focus on client service and fiduciary excellence.
- Interpret and administer sophisticated trust instruments , including directed, discretionary, and specialty trust structures across multiple jurisdictions—particularly Delaware.
- Maintain proactive communication with beneficiaries, co-trustees, and professional advisors to ensure clarity, alignment, and trust.
- Review legal documents such as wills, trust agreements, powers of attorney, and account agreements to ensure compliance and appropriate interpretation.
- Mentor junior team members , offering guidance on technical trust concepts and best practices in administration and client service.
- Collaborate with senior leadership on process improvement, risk mitigation , and strategic initiatives that enhance client experience and operational efficiency.
- Stay current on evolving fiduciary laws, estate tax regulations, and wealth planning strategies to support clients with forward-looking solutions.
What You Bring
- Bachelor’s degree in Finance, Business, or a related field.
- Minimum of 7+ years of experience in personal trust and estate administration, with direct UHNW client engagement.
- Strong working knowledge of Delaware trust law and experience administering DE-directed or discretionary trusts.
- Proven ability to interpret complex trust documents and apply fiduciary principles with sound judgment.
- A CTFA designation or ability to obtain it within a reasonable timeframe.
- Leadership experience or demonstrated ability to mentor and influence across functions.
What We Offer
- Career mobility with the potential to move into a management role alongside senior leadership.
- High visibility with firm executive management.
- Competitive base salary , annual bonus , and a comprehensive benefits package .
- A hybrid schedule with a strong commitment to work/life balance .
- A collaborative and client-focused culture where your expertise is valued and your career goals are supported.
Ready to make your mark in a client-first, growth-minded trust company? Apply today to explore how your expertise can help shape the future of fiduciary excellence.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Tuition assistance
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