Associate Trust Officer
Apply NowCompany: Rockefeller Capital Management
Location: New York, NY 10025
Description:
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.
Position
The Associate Trust Officer specializes in supporting Senior Trust Officers in the management and administration of trusts. This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division.
Responsibilities
Qualifications
Skills
Compensation Range
The anticipated base salary range for this role is $100,000 to $110,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.
Position
The Associate Trust Officer specializes in supporting Senior Trust Officers in the management and administration of trusts. This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division.
Responsibilities
- Assists Senior Trust Officers in managing trust and estate client relationships
- Manages the assets and income of trusts in accordance with trust or estate planning objectives
- Responsible for applying the provisions of trusts consistent with applicable statutes and regulations as well as meeting KYC, AML, and other regulatory compliance standards
Qualifications
- Bachelor's Degree
- 3-6 years of experience in fiduciary or trust field
- Experience with trust and estate administration for high net worth or ultra-high net worth individuals preferred
- CTFA a plus
Skills
- In depth product knowledge of fiduciary concepts and legal policies related to trust administration
- Excellent communication and presentation skills
- Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
- Strong attention to detail with excellent analytical skills
- High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
Compensation Range
The anticipated base salary range for this role is $100,000 to $110,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.