Senior Trust Officer
On-site · Wilmington, Delaware, United States
Wilmington, Delaware, United StatesOn-siteFull TimeSenior LevelBachelors DegreeUnknown
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Senior Trust Officer responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management with clients, financial advisors, attorneys and accountants. Provide fiduciary expertise, ensure compliance with policies and laws, manage documentation and tax reporting, supervise and mentor junior staff, and collaborate with internal and external partners to support trust needs.
Required Qualifications
- Bachelor's degree
- 7 years minimum personal trust administration experience
- CTFA and JD a plus
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