Personal Trust Relationship Manager
ZP Group•Wilmington, DE
29d•$135,000•Hybrid
About The Position
Piper Companies is currently seeking a Personal Trust Relationship Manager with at least two years of experience as a trust officer or with mutual funds.This full-time, permanent role is hybrid Tuesday through Thursday and based in Wilmington, DE.
Requirements
- 5+ years of experience in trust administration-CTFA preferred
- Comfortable performing client-facing functions
- Knowledge of fiduciary law, investments, taxes, and related elements of trust management
- Bachelor's degree in finance or accounting
Nice To Haves
- CTFA preferred
Responsibilities
- Provide white-glove service and solutions to a wide range of clients
- Perform review of all new business, ensuring soundness
- Apply knowledge of fiduciary law on case by case basis
- Oversee all aspects of trust administration, including new account establishment, annual review, and relationship maintenance
Benefits
- Competitive and comprehensive benefits package for this full-time, permanent role
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Professional, Scientific, and Technical Services
Number of Employees
251-500 employees
