Senior Trust Officer
Hightower Advisors•Wilmington, DE
•Hybrid
About The Position
The Senior Trust Officer will administer a book of trust accounts in accordance with applicable law and sound fiduciary principles while also cultivating relationships with clients and advisors.
Requirements
- A minimum of 10 years of trust administration and/or estate planning experience with at least 7 year as a trust officer
- JD preferred; Masters or BA/BS from an appropriately accredited educational institution plus relevant trust education/experience/designations considered in lieu
- Strong knowledge of the principles of trust administration required
- Practical experience in the RIA and/or wealth management environments strongly preferred
- Ability to work in a fast-paced environment including excellent time management skills and ability to balance multiple competing priorities
- Strong analytical skills including the ability to research problems, determine root causes, and identify and implement solutions
- Superior organizational skills and the ability to handle multiple priorities with grace without sacrificing quality, accuracy or deadlines
- Laser-focused attention to detail
- Proficiency in Microsoft Office applications
- Excellent interpersonal and written and verbal communications skills, and the ability to deal effectively with a variety of people
- Ability to work independently and efficiently and also to work well in a group setting
- Highly motivated self-starter
- You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Responsibilities
- Interpret legal documents and ensure trusts are administered in accordance with applicable laws, regulations, and governing instruments
- Maintain high client and advisor service levels through prompt research and response to inquiries
- Collaborate with clients, advisors, and internal partners to achieve client objectives while maintaining fiduciary integrity
- Perform post-acceptance and annual administrative account reviews
- Proactively identify trust issues and partner with management, investments, tax, legal and compliance to take appropriate action to resolve them
- Prepare and present discretionary memoranda for committee review and approval
- Direct middle office to initiate account changes like terminations
- Maintain current knowledge of developments in the trust legal and regulatory environment
- Participate in special projects as assigned
Benefits
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Mother’s lounge onsite
- Flexible PTO plan
- In-office Monday through Thursday and work from home on Fridays
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
