Fiduciary Officer

Neuberger Berman • New York, NY

8d • Hybrid

About The Position

Neuberger Berman Trust Company N.A. seeks a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax, ability to prioritize and complete tasks without error and the desire to contribute to a team environment in the management of client relationships.

Requirements

• Undergraduate degree required.
• 5 plus years of hands-on trust and estate administration experience preferably at a bank or trust company.
• Strong technical skills in fiduciary administration and good working knowledge of estate, gift, and GST tax and fiduciary income tax.
• Excellent communication and problem-solving skills.
• Client presentation and marketing skills.
• Strong organizational, interpersonal skills and attention to detail.
• Ability to work independently and handle multiple responsibilities.

Nice To Haves

• Investment oversight experience a plus.

Responsibilities

• Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.
• Day-to-day interaction with clients (internal and external) on all account matters, including legal, tax, investment, and general administration of their accounts.
• Active participant in investment and administrative review committees as well as discretionary payment committees.
• Provide training and guidance to administrative staff.
• Participate in Trust Company marketing efforts to both internal and external sources.
• Work with internal infrastructure groups in connection with trust company systems.
• Identify questions and concerns regarding any documents governing client accounts and address them with senior trust company officers if necessary.
• Implement asset allocation decisions.
• Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning, and Portfolio Management Teams to create comprehensive financial strategies and solutions to help clients achieve their desired objectives over their lifetime.

Benefits

• We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees