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Piper Companies · 8 hours ago

Personal Trust Officer

Wilmington, DE

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $130K/yr

5+ years exp

Piper Companies is looking for a Personal Trust Officer for a Chartered Trust Company. The role involves overseeing trust administration, managing client relationships, and collaborating with Financial Advisors to achieve investment goals.

Management Consulting

Growth Opportunities

Responsibilities

Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management

Review of all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting, and all other aspects of each trust

Interact with Financial Advisors and clients in defining goals and objectives, working along with the Investment Officer to establish the appropriate asset allocation and review and approve portfolio changes in trusts involving more complex situations or complex assets

Qualification

Personal trust administrationCTFA certificationInvestment strategiesFinanceAccounting degreeEffective communication

Required

5-7 years of personal trust administration experience

Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment

Provide efficient service to internal partners and external clients

Partner with other functional areas to accomplish objectives

Attend to details while maintaining a big-picture orientation

Understanding of various types of investments and strategies

Interpret and apply policies and identify and recommend changes as appropriate

Work with minimal oversight, make non-routine decisions, and bring complex problems to management for guidance

Communicate effectively, both orally and in writing, with all organizational levels

Active involvement in related professional organizations

Bachelor's degree in finance or accounting, or equivalent experience