Director, Senior Trust Officer jobs in United States
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Fidelity Bank · 1 month ago

Director, Senior Trust Officer

position4001 Kennett Pike Ste 120, Greenville DE
timeFull-time
remoteHybrid
seniorityLead/Staff, Director/Executive
date12+ years exp

Fidelity Bank is seeking a Senior Trust Officer to join their Personal Trust Administration team, which provides trust services to both institutional business partners and individual clients across the U.S. The role involves managing trust relationships, ensuring compliance with trust documents and applicable laws, and providing expert guidance on estate and tax matters.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
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Responsibilities

Be the primary fiduciary contact for some of our largest and most sophisticated trust relationships
Responsible for all facets of trust administration and relationship management for assigned clients
Handling client relationships to maintain client satisfaction and retain business
Managing a diverse book of business and ensuring account activity aligns with trust document, applicable law, and internal procedures
Recommending action on fiduciary decisions related to trust administration
Providing estate and tax expertise as necessary
Understanding and helping clients with sophisticated financial situations
Thinking strategically and tactically
Working independently and as part of a team, including coordinating workflow for Trust Administrator
Strong ability to collaborate with business partners at all levels within the Fidelity organization
Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries

Qualification

Trust administrationTrustEstate lawPersonalTrust taxationRelationship managementEstate planningCTFA certificationClient satisfactionStrategic thinkingTeam collaboration

Required

A comprehensive understanding of trust and estate law, personal and trust taxation, and estate planning is essential for this role
Strong relationship management abilities are needed
College degree or equivalent, with 12 + years financial services experience
5 - 8+ years of shown experience in trust administration
Detailed understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services
Handling client relationships to maintain client satisfaction and retain business
Managing a diverse book of business and ensuring account activity aligns with trust document, applicable law, and internal procedures
Recommending action on fiduciary decisions related to trust administration
Providing estate and tax expertise as necessary
Understanding and helping clients with sophisticated financial situations
Thinking strategically and tactically
Working independently and as part of a team, including coordinating workflow for Trust Administrator
Strong ability to collaborate with business partners at all levels within the Fidelity organization
Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries

Preferred

CTFA preferred
advanced degree/designation (JD, MBA, or CPA) considered but not required

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase