Senior Trust Settlement Leader

Franklin Templeton; New York (NY); Hybrid; USD 155,000 - 170,000; Full time

Benefits offered by this job

Annual discretionary bonus

401(k) match

Healthcare options

Education reimbursement

Time off

Job summary

Fiduciary Trust International in New York seeks a Senior Trust Settlement Officer to manage end-to-end settlement of irrevocable trusts after triggering events. You will supervise junior staff, coordinate with relationship teams, and ensure timely, compliant distributions.

The role requires 7+ years in trust administration, JD/CTFA preferred, and strong attention to detail. Hybrid work arrangement, competitive rewards, and extensive benefits are offered.

Qualifications

• 7+ years of experience in trust administration or fiduciary services with direct client interactions.
• Strong knowledge of trust and estate law, fiduciary accounting, and tax considerations.
• JD, CTFA or similar designation preferred.
• Strong attention to detail and strong organizational skills.
• Ability to manage complex, multi-step processes across multiple accounts.
• Strong analytical and problem-solving capabilities.
• Excellent communication and stakeholder management skills.
• Proficient in trust accounting systems.

Responsibilities

• Initiate and lead settlement process of irrevocable trusts upon triggering events.
• Coordinate strategy meetings with relationship teams.
• Review and analyze trust agreements and related documents, account files, and imaging systems for all relevant provisions and historical context.
• Determine appropriate method of settlement and identify and minimize risk consistent with policies.
• Communicate directly with beneficiaries and interested parties concerning the settlement process and expectations.
• Coordinate settlement process with internal and external counsel.
• Identify, value and liquidate trust assets.
• Coordinate with Tax team on federal and state income, estate, and fiduciary tax matters.
• Ensure compliance with jurisdictional requirements, internal policies, and fiduciary standards.
• Facilitate distributions and post-settlement activities.
• Prepare and archive files in accordance with records management policies.

Skills

Trust administration

Client interaction

Attention to detail

Analytical thinking

Stakeholder management

Education

JD/CTFA designation

Tools

Trust accounting systems

Job description

Fiduciary Trust International in New York seeks a Senior Trust Settlement Officer to manage end-to-end settlement of irrevocable trusts after triggering events. You will supervise junior staff, coordinate with relationship teams, and ensure timely, compliant distributions.

The role requires 7+ years in trust administration, JD/CTFA preferred, and strong attention to detail. Hybrid work arrangement, competitive rewards, and extensive benefits are offered.