Trust Officer
On-siteGreenville, Delaware, United States
Job Summary
Manage all facets of trust administration and relationship management for assigned sophisticated trust relationships as the primary fiduciary contact. Ensure account activity complies with trust documents, applicable law, and internal procedures while recommending action on fiduciary decisions. Provide estate and tax expertise to clients with complex financial situations and collaborate with business partners and investment advisors to meet beneficiary needs. Work independently and as part of a team to maintain client satisfaction and retain business. This role supports Fidelity Personal Trust Company's mission to provide comprehensive trust services to institutional and individual clients across the U.S.
Required Qualifications
- College degree or equivalent
- 8 years of professional experience
- 6+ plus years of trust administration experience
- trust services
- Solid understanding of trust and estate law
- personal and trust taxation
- estate planning
- other financial services
- Managing a sophisticated book of business
- workflow for Trust Administrator
- Ensuring account activity complies with trust document
- applicable law
- 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
- Strong ability to collaborate with business partners at all levels within the Fidelity organization
- Managing client relationships to maintain client satisfaction and retain business
- Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries
- 100% onsite presence
Desired Qualifications
- Advanced Degree/Designation (JD, MBA, or CPA)
- CTFA
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