Senior Trust Officer – High Net Worth Fiduciary

Brown Brothers Harriman; Wilmington (DE); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role involves collaborating with relationship teams and overseeing Trust Administrators.

The ideal candidate will have 5 to 10 years of experience in trust administration, a Bachelor's degree, and expertise in trust and estate law. Strong communication and analytical skills are crucial. The position offers opportunities to engage with high net worth clients and internal teams.

Qualifikationen

• 5 to 10 years of relevant experience in trust administration.
• Strong experience dealing with high net worth clients.
• Detailed understanding of trust and estate law and taxation.

Aufgaben

• Coordinate and administer trust accounts for various clients.
• Collaborate with internal and external teams for trust administration.
• Prepare discretionary action memoranda for an internal trust committee.
• Communicate complex trust concepts clearly to clients and beneficiaries.

Kenntnisse

Trust administration

Client relationship management

Analytical skills

Communication skills

Understanding of trust and estate law

Ausbildung

Bachelor's degree

CTFA or CFP preferred

JD or MBA considered

Tools

Microsoft Excel

Microsoft Word

SunGard/FIS or trust accounting systems

Jobbeschreibung

Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role involves collaborating with relationship teams and overseeing Trust Administrators.

The ideal candidate will have 5 to 10 years of experience in trust administration, a Bachelor's degree, and expertise in trust and estate law. Strong communication and analytical skills are crucial. The position offers opportunities to engage with high net worth clients and internal teams.