Delaware Trust Officer II (DE TO II)
Core
Expert administration of Investment Management and Trust accounts, executing fiduciary duties, and managing high-net-worth client relationships.
Role type
Senior Trust Officer (Fiduciary Administration)
Builds
Fiduciary and investment management accounts for high-net-worth clients
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
Fiduciary law expertise, trust administration, tax compliance, investment management, risk analysis, regulatory adherence
Preferred skills
Delaware Directed Irrevocable Trusts experience, CTFA certification, JD (Juris Doctor)
Technologies
Risk management tools, overdraft reports, daily transaction reports
Responsibilities
Administer Delaware IM&T book and manage fiduciary risks; Respond to beneficiary requests for discretionary distributions; Analyze trust documents for compliance; Coordinate with investment advisors and tax teams; Open and set up trust accounts; Mentor junior associates
Seniority
Senior, hands-on IC with mentorship duties