Piper Companies

Personal Trust Officer

Piper Companies

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  • Date Posted

    Yesterday

    New!

  • Remote Work Level

    Hybrid Remote

  • Location

    Hybrid Remote in Wilmington, DE

  • Job Schedule

    Full-Time

  • Salary

    $110,000 - $135,000 Annually

  • Benefits

    Health Insurance Dental Insurance Vision Insurance Retirement Savings Paid Illness Leave

  • Categories

    Accounting,  Legal,  Operations,  Sales

  • Job Type

    Employee

  • Career Level

    Experienced

  • Travel Required

    No specification

  • Education Level

    Bachelor's/Undergraduate Degree

About the Role

Title: Personal Trust Officer
Location: Wilmington United States

Job Description:

Piper Companies is seeking a Personal Trust Officer to join administration services in Wilmington, DE. This job is 3 days on-site, hybrid. The Personal Trust Officer will deliver high quality services and solutions to clients as well as responsible for developing and maintaining relationships with financial advisors, investment advisors, trust clients, trust beneficiaries, and other interested parties.

Responsibilities of the Personal Trust Officer include:

  • 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

Qualifications for the Personal Trust Officer include:

  • Bachelor's degree and 5-7 years of personal trust administration experience. CTFA preferred
  • 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

Compensation for the Personal Trust Officer include:

  • Salary Range: $110,000-$135,000
  • Comprehensive Benefits: Medical, Dental, Vision, 401K, Sick Leave if required by law
  • Full-time, 3 days on-site in Wilmington, DE

Keywords: Personal Trust Officer, trust administration, fiduciary services, personal trust, financial services, trust clients, trust beneficiaries, account setup, annual reviews, relationship management, governing documents, tax resolution, trust categorization, cost basis, tax reporting, fiduciary law, investment knowledge, CTFA , hybrid role, Wilmington DE, Excel proficiency, MS Office, financial advisors, investment advisors, transactional efficiency, organizational skills, communication skills, bachelor's degree

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