Trust Officer

Fidelity Investments; South Carolina; On-site; USD 90,000 - 140,000; Full time

Job summary

Fidelity Investments seeks a Trust Officer within Fidelity Personal Trust Company to serve as primary fiduciary contact for major trust relationships across the U.S. You will oversee all facets of trust administration and relationship management, supported by a dedicated Trust Administrator, ensuring compliance with trust documents and applicable law.

The role requires 6+ years in trust administration, advanced degree considered but not required, CTFA preferred, and strong collaboration with

Qualifications

• College degree or equivalent with 8 years of professional experience.
• 6+ years of trust administration experience and trust services.
• Solid understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services required.
• Advanced Degree/Designation (JD, MBA, or CPA) considered but not required.
• CTFA preferred.

Responsibilities

• Primary fiduciary contact for large, sophisticated trust relationships.
• Oversee all facets of trust administration and relationship management.
• Collaborate with Trust Administrator to ensure compliance with trust documents and law.
• Provide estate and tax expertise as necessary.
• Support collaboration with business partners to meet beneficiaries' needs.

Skills

Trust administration

Estate taxation

Client relationship management

Strategic thinking

Collaboration

Independent work

Team collaboration

Fiduciary compliance

Financial services knowledge

Education

College degree

JD/CPA (advantaged)

Tools

Trust software

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Due to growth in our business, Fidelity Personal Trust Company seeks a Trust Officer.

The Trust Officer is an integral member of the Personal Trust Administration team. The team provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. With the help of a dedicated Trust Administrator, the Trust Officer is responsible for all facets of trust administration and relationship management for their assigned relationships.

The Expertise and Skills You Bring

• College degree or equivalent with 8 years of professional experience
• 6+ plus years of trust administration experience and trust services
• Solid understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services required.
• Advanced Degree/Designation (JD, MBA, or CPA) considered but not required.
• CTFA preferred.
• Managing a sophisticated book of business, including workflow for Trust Administrator
• Ensuring account activity complies with trust document, applicable law, and internal procedures.
• Recommending action on fiduciary decisions related to trust administration.
• Providing estate and tax expertise as necessary
• Understanding and helping clients with sophisticated financial situations
• Thinking strategically and tactically
• Working independently and as part of a team
• Strong ability to collaborate with business partners at all levels within the Fidelity organization.
• Managing client relationships to maintain client satisfaction and retain business.
• Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries.

The Team

Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company’s trust administration expertise. We take phenomenal pride in building strong and lasting relationships with our customers, providing sound fiduciary mentorship, and delivering outstanding customer experience.

Location: Greenville, DE

Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Investment Operations

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.