Personal Trust Officer

Piper Companies is seeking a Personal Trust Officer for a financial services company. This is a direct hire/permanent position and is hybrid (3 days per week on-site in Wilmington, DE ).

Responsibilities:

• Oversee trust management, including account setup, annual reviews, and relationship maintenance.
• Ensure proper documentation for new accounts and terminations, and review accounts for accurate categorization of cash, cost basis, and tax reporting.
• Collaborate with Financial Advisors and clients to define goals, establish asset allocations, and approve portfolio changes for complex trusts.
• Apply fiduciary judgment to trust matters, participate in committees, and advise on fiduciary issues while mitigating risks.
• Retain and expand client relationships, anticipate client needs, and maintain high levels of client service through regular interactions

Qualifications:

• 3-5 years of experience in personal trust administration.
• CTFA preferred.
• Efficiently handle detailed tasks with changing priorities in a fast-paced environment.
• Understand diverse investments and strategies.
• Apply policies and recommend changes as needed.
• Work independently, make non-routine decisions, and seek guidance for complex issues.
• Communicate effectively at all organizational levels.
• Bachelor's degree in finance or accounting required.

Compensation:

- Salary: $110,000 - $135,000

- Comprehensive benefit package: Medical, Dental, Vision, 401k, sick leave as required by law

This job opens for applications on 4/17/2025. Applications for this job will be accepted for at least 30 days from the posting date.

Keywords:

trust administration, trust officer, personal trust, fiduciary, client relationship management, compliance, documentation, financial advisors, investment management, asset allocation, tax reporting, risk mitigation, Delaware trust laws, discretionary distribution, new business development, account setup, annual reviews, portfolio changes, client servicing, trust beneficiaries, banking regulations, CTFA, Bachelor's Degree, cash, cost

#LI-KS1

#LI-HYBRID