Fiduciary Advisor - Trust & Estate Administration

Glenmede Trust Co; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive health and welfareBenefits

HSA contributions

Voluntary benefit options

commuter benefits

Generous paid time off

Job summary

Glenmede, headquartered in Philadelphia, PA, seeks a Fiduciary Advisor to provide expert trust administration guidance and fiduciary decision support across complex matters. The role partners with Wealth Advisors and Relationship Managers and requires 8+ years in trust administration. Hybrid work includes 3 days in-office in Philadelphia.

The team guides fiduciary committees and internal counsel as needed. Responsibilities cover post-death administration, governance interpretation, risk

Qualifications

• 8+ years of experience in trust administration and fiduciary decision-making within a trust company, wealth management, or financial services environment.
• Strong knowledge of trust and fiduciary concepts, estate planning structures, governing documents, and fiduciary/tax considerations.
• Demonstrated ability to analyze complex fiduciary matters, frame risk, elevate appropriately, and document decisions clearly.

Responsibilities

• Fiduciary Expertise: provide fiduciary advice and trust administration support for complex matters, including post-death administration and trust settlements.
• Fiduciary Judgment, Risk Framing and Decision Support: lead fact gathering, analysis, and escalation for fiduciary decisions.
• Post-death Acceptance, Onboarding, and Fiduciary Review: coordinate post-death trust administration activities and prepare decision-ready documentation.
• Cross Functional Collaboration and Client Support: serve as a fiduciary subject matter resource and guide teams for better documentation and decisions.

Skills

Trust administration

Fiduciary decision-making

Analytical thinking

Communication

Job description

Glenmede, headquartered in Philadelphia, PA, seeks a Fiduciary Advisor to provide expert trust administration guidance and fiduciary decision support across complex matters. The role partners with Wealth Advisors and Relationship Managers and requires 8+ years in trust administration. Hybrid work includes 3 days in-office in Philadelphia.

The team guides fiduciary committees and internal counsel as needed. Responsibilities cover post-death administration, governance interpretation, risk