Strategic Trust Officer for High‑Net‑Worth Clients

Brown Brothers Harriman & Co.; Wilmington (DE); On-site; USD 90,000 - 140,000; Full time

Job summary

Brown Brothers Harriman (BBH) seeks a Trust Officer to coordinate and administer trust accounts for high-net-worth clients. You will work with BBH relationship teams, clients, attorneys, CPAs and internal teams, ensuring fiduciary duties are fulfilled accurately and on schedule.

The role includes supervising Trust Administrators, developing discretionary actions, preparing fiduciary income tax inputs, and presenting cases to the trust committee.

Qualifications

• 5 to 10 years of relevant experience in trust administration.
• Bachelor’s degree required; CTFA or CFP preferred; advanced degree/designation considered but not required.
• Strong experience with high net worth clients and their advisors.
• Analytical and communication skills; knowledge of trust and estate law and taxes.

Responsibilities

• Own a diverse book of trust accounts with supervision from senior staff.
• Collaborate with relationship teams, attorneys and CPAs on fiduciary matters.
• Ensure accurate, timely trust administration in line with fiduciary standards.
• Guide and supervise a Trust Administrator supporting the book of accounts.
• Prepare discretionary memoranda for distributions and investments for committee review.
• Present to internal trust committees and participate in client meetings.
• Explain complex trust concepts clearly to clients and co-fiduciaries.

Skills

Analytical skills

Communication skills

Trust administration

Education

Bachelor’s degree

CTFA or CFP preferred; JD or MBA considered

Tools

SunGard/FIS

MS Office (Excel & Word)

Job description

Brown Brothers Harriman (BBH) seeks a Trust Officer to coordinate and administer trust accounts for high-net-worth clients. You will work with BBH relationship teams, clients, attorneys, CPAs and internal teams, ensuring fiduciary duties are fulfilled accurately and on schedule.

The role includes supervising Trust Administrators, developing discretionary actions, preparing fiduciary income tax inputs, and presenting cases to the trust committee.