Trust Officer: Complex Trusts & Client Stewardship

Brown Brothers Harriman & Co.; Wilmington (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Brown Brothers Harriman & Co. is seeking a Trust Officer in Wilmington, NC. This role focuses on coordinating and administering trust accounts for various clients, requiring strong trust administration skills and experience working with high net worth individuals. You will collaborate with internal teams and external advisors ensuring compliance and reporting. With a strong focus on client relationships, the Trust Officer plays a key role in the fiduciary responsibilities of BBH.

The ideal candidate will have a bachelor's degree and 5 to 10 years of relevant experience, along with a detailed understanding of trust and estate law.

Qualifications

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

Responsibilities

• Coordinate and administer trust accounts for clients.
• Ensure timely trust administration in accordance with policies.
• Partner with internal teams to ensure compliance.

Skills

Trust administration

Client relationship management

Analytical skills

Communication skills

Understanding of trust and estate law

Experience with financial services

Education

Bachelor's degree

CTFA or CFP preferred

JD or MBA considered

Tools

SunGard/FIS or other trust accounting systems

Microsoft Office (Excel, Word)

Job description

Brown Brothers Harriman & Co. is seeking a Trust Officer in Wilmington, NC. This role focuses on coordinating and administering trust accounts for various clients, requiring strong trust administration skills and experience working with high net worth individuals. You will collaborate with internal teams and external advisors ensuring compliance and reporting. With a strong focus on client relationships, the Trust Officer plays a key role in the fiduciary responsibilities of BBH.

The ideal candidate will have a bachelor's degree and 5 to 10 years of relevant experience, along with a detailed understanding of trust and estate law.