Delaware Trust Officer I (DE TO I)
Core
Expert in the administration of Investment Management and Trust accounts, executing fiduciary duties and complying with laws and regulations.
Role type
Trust Officer
Builds
Fiduciary and investment management accounts
Domain
Banking / Wealth Management / Trust Services
Required skills
Fiduciary law knowledge, Tax knowledge, Investment knowledge, Compliance knowledge, Estate planning expertise, Client relationship management, Regulatory adherence
Preferred skills
Legal background, Paralegal experience, JD, Fiduciary Education and Training
Technologies
N/A
Responsibilities
Administer fiduciary accounts in compliance with regulations, Understand client circumstances and develop solutions, Work with relationship managers and portfolio managers, Address trust issues in the book of business, Promote the fiduciary platform to grow business, Collaborate with team members to deliver integrated solutions
Seniority
Mid-level IC