Piper Companies · 6 hours ago
Institutional Trust Officer
Wilmington, DE
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $150K/yr
5+ years expPiper Companies is hiring an Institutional Trust Officer to join a growing, well-established trust company in Wilmington, DE. This role involves managing trust accounts and serving as a primary contact for clients while ensuring compliance with fiduciary policies.
Management Consulting
Responsibilities
Manage trust accounts (retirement plans, foundations, escrows) from setup to termination
Serve as a primary contact for clients, recordkeepers, and advisors
Ensure compliance with ERISA and fiduciary policies
Review trust docs, process distributions, and complete annual account reviews
Handle internal records, reports, and payment processing
Help evaluate new business opportunities with a fiduciary lens
Qualification
Required
Bachelor's degree + 5 years' experience in institutional trust, custody, or retirement plan admin
Knowledge of ERISA, trust/fiduciary rules, and investment basics
Strong communication, problem-solving, and client service skills
Organized and detail-oriented, with solid Excel and system experience
Able to juggle multiple priorities in a fast-paced environment
Benefits
Medical
Dental
Vision
401K
PTO
Holidays
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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