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Trust Officer - Delaware

$135k - $155k

Franklin Templeton Investments

Trust Officer – Delaware – Fiduciary Trust International is hiring a Trust Officer to join its Wilmington, DE office, consisting of 11 trust professionals. This position is eligible for a hybrid work schedule (two days in office). Key Responsibilities Administer discretionary trust and directed trust accounts while remaining current on relevant laws, issues, and topics. Respond to various client requests for wire transfers, discretionary payments, currency transactions, bill paying, deliveries/receives, gifts, contributions, acquisitions, and sales. Ensure transactions are in compliance with the trust agreement and state laws. Serve as a point of contact for clients and intermediaries including accountants, attorneys, and other trusted advisors. Coordinate with the tax department concerning tax issues arising during the trust administration process. Review daily overdraft reports to determine how to cure income overdrafts. Coordinate with the Portfolio Manager to raise cash to cure principal overdrafts. Handle termination of trusts in coordination with Trust Counsel, Investment Department, Tax Departments, and other parties as necessary. Oversee the new account opening process from KYC to final funding, including analyzing relevant documents to determine missing legal documentation required for compliance purposes. Manage and oversee large, complex client relationships that include trusts, family limited partnerships, GRATs, and foundations. Ideal Qualifications Bachelor’s degree or equivalent experience (CTFA preferred). 5+ years of previous trust administration experience. Detailed understanding of Delaware law. Experience managing Delaware directed trusts with complex structures. Knowledge of personal trust law and administration. International trust administration experience preferred. Excellent verbal and written communication skills. Strong attention to detail with the ability to perform multiple tasks in a fast‑paced environment. Previous experience working in a small team environment. Compensation The annual salary for this position is expected to range between $135,000 – $155,000, depending on level of relevant experience, plus discretionary bonus. Equal Opportunity Employer Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other basis protected by federal, state, or local law. Accommodations If you need an accommodation or adjustment due to a medical condition or disability, please email View email address on click.appcast.io with your request, the job title, and the job number. Response may take up to three business days. #J-18808-Ljbffr Franklin Templeton Investments

Vacancy posted 3 days ago
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