Personal Trust Officer jobs in United States
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Piper Companies · 1 day ago

Personal Trust Officer

positionWilmington, DE
timeFull-time
remoteHybrid
senioritySenior Level
money$115K/yr - $140K/yr
date5+ years exp

Piper Companies is seeking a Personal Trust Officer in the financial services industry offering hybrid work in Wilmington, Delaware. The role involves administering complex trust accounts, building relationships with advisors and beneficiaries, and applying expertise in trust administration and Delaware trust law.

Management Consulting
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Growth Opportunities

Responsibilities

Administer personal trust accounts in accordance with governing documents, company policies, and applicable laws
Oversee account setup, annual reviews, and ongoing relationship management
Ensure proper documentation for account openings and closures
Analyze trust documents and prepare for New Business Committee review
Monitor and resolve issues related to tax reporting, cost basis, and cash categorization
Participate in new business development efforts as needed
Apply fiduciary judgment and participate in discretionary distribution decisions
Collaborate with investment personnel and financial advisors to support client goals
Maintain fee schedules and ensure compliance with trust agreements

Qualification

CTFA certificationPersonal trust administrationFiduciary lawDelaware trust regulationsInvestment strategiesCommunication skillsCollaboration skillsDetail-oriented

Required

Bachelor's degree required
5–7 years of experience in personal trust administration
Strong understanding of fiduciary law, Delaware-specific trust regulations, and investment strategies
Ability to manage complex trust matters with minimal oversight
Excellent communication skills, both written and verbal
Proven ability to work in a fast-paced, detail-oriented environment
Experience collaborating across departments and with external partners
Active involvement in professional organizations related to trust and fiduciary services

Preferred

CTFA certification preferred

Benefits

Cigna Medical
Dental
Vision
401K
PTO
Sick Leave if required by law
Holidays

Company

Piper Companies

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At Piper, we obsess about the success of our customers and consultants.
dateFounded in 2011
location
McLean, VA, US
people-size501-1000 employees
web-link
http://www.pipercompanies.com

Funding

Current Stage
Late Stage

Leadership Team

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Justin Jordan
Founder and Chairman
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Company data provided by crunchbase