Senior Trust Officer

International Search Consultants; Wilmington (DE); On-site; USD 65,296 - 104,304; Full time

Benefits offered by this job

Competitive base salary

Annual bonus

Comprehensive benefits package

Hybrid work schedule

Career mobility towards management roles

Job summary

A premier Trust Company in Wilmington, DE, is seeking a Senior Trust Officer to manage complex personal trust and estate accounts for UHNW clients. This role requires 7+ years of experience in trust administration and a deep understanding of Delaware trust law. The ideal candidate will excel in client relations and demonstrate leadership abilities, with opportunities for career growth within the firm.

Qualifications

• 7+ years of experience in personal trust and estate administration.
• Strong working knowledge of Delaware trust law.
• Proficient in interpreting complex trust documents.

Responsibilities

• Manage UHNW clients and administer complex personal trust accounts.
• Mentor junior team members on trust administration.
• Stay current on fiduciary laws and wealth planning strategies.

Skills

Personal trust expertise

Estate administration knowledge

Client relationship management

Leadership skills

Delaware trust law

Education

Bachelor's degree in Finance, Business, or related field

Tools

Trust administration software

Job description

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Overview

Join a premier and growing Trust Company in Wilmington, DE, as a Senior Trust Officer, where your expertise in personal trust and estate administration will shape lasting client relationships and contribute directly to the firm’s continued success. This role is ideal for a seasoned trust professional who thrives in a high-touch, high-complexity environment and is ready to step into a visible leadership track.

What You’ll Do

• Serve as the primary relationship manager for a book of UHNW clients, managing complex personal trust and estate accounts with a deep focus on client service and fiduciary excellence.
• Interpret and administer sophisticated trust instruments, including directed, discretionary, and specialty trust structures across multiple jurisdictions—particularly Delaware.
• Maintain proactive communication with beneficiaries, co-trustees, and professional advisors to ensure clarity, alignment, and trust.
• Review legal documents such as wills, trust agreements, powers of attorney, and account agreements to ensure compliance and appropriate interpretation.
• Mentor junior team members, offering guidance on technical trust concepts and best practices in administration and client service.
• Collaborate with senior leadership on process improvement, risk mitigation, and strategic initiatives that enhance client experience and operational efficiency.
• Stay current on evolving fiduciary laws, estate tax regulations, and wealth planning strategies to support clients with forward-looking solutions.

What You Bring

• Bachelor’s degree in Finance, Business, or a related field.
• Minimum of 7+ years of experience in personal trust and estate administration, with direct UHNW client engagement.
• Strong working knowledge of Delaware trust law and experience administering DE-directed or discretionary trusts.
• Proven ability to interpret complex trust documents and apply fiduciary principles with sound judgment.
• A CTFA designation or ability to obtain it within a reasonable timeframe.
• Leadership experience or demonstrated ability to mentor and influence across functions.

What We Offer

• Career mobility with the potential to move into a management role alongside senior leadership.
• High visibility with firm executive management.
• Competitive base salary, annual bonus, and a comprehensive benefits package.
• A hybrid schedule with a strong commitment to work/life balance.
• A collaborative and client-focused culture where your expertise is valued and your career goals are supported.

Ready to make your mark in a client-first, growth-minded trust company? Apply today to explore how your expertise can help shape the future of fiduciary excellence.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

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