Piper Companies ยท 1 day ago
Personal Trust Officer
Wilmington, DE
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $135K/yr
5+ years expPiper Companies is seeking a Personal Trust Officer to join their administration services in Wilmington, DE. The Personal Trust Officer will deliver high-quality services and solutions to clients while developing and maintaining relationships with financial advisors, investment advisors, trust clients, and beneficiaries.
Management Consulting
Responsibilities
Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management and accounts with governing documents
Assist in new business development and resolve tax and other trust issues
Review all accounts to ensure proper categorizations of cash, cost basis, tax reporting and all aspects of each trust
Knowledge in fiduciary law, investments, tax, and other aspects of trust
Qualification
Required
Bachelor's degree and 5-7 years of personal trust administration experience
Demonstrate efficiency and flexibility in detailed transactional tasks and provide effective service to internal partners and external clients
Interpret and apply policies and identify changes
Effective communication, attention to detail and organizational skills
Preferred
CTFA preferred
Benefits
Medical
Dental
Vision
401K
Sick Leave if required by law
Company
Piper Companies
At Piper, we obsess about the success of our customers and consultants.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Justin Jordan
Founder and Chairman
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