Delaware Trust Officer I (DE TO I)
Core
Administer Investment Management and Trust accounts, execute fiduciary duties, and provide estate planning advice to high net worth clients.
Role type
Trust Officer
Builds
Fiduciary and investment management accounts
Domain
Banking / Wealth Management / Trust Services
Deliverable
client delivery
Required skills
fiduciary law knowledge, tax knowledge, investment knowledge, compliance knowledge, estate planning expertise, client relationship management, regulatory adherence
Preferred skills
legal background, paralegal background, JD, fiduciary education and training
Technologies
N/A
Responsibilities
Administer fiduciary accounts in compliance with regulations and policies, understand client circumstances and develop solutions, work with relationship and portfolio managers to define client requirements, address trust issues in the book of business, promote the fiduciary platform to grow business, collaborate with teammates to deliver integrated solutions
Seniority
Mid-level IC