Delaware Senior Trust Officer
Core
Administer a complex Delaware trust book, manage fiduciary risks, and facilitate growth for national Private Bank markets.
Role type
Senior Trust Officer (Delaware Law Expert)
Builds
Delaware IM&T trust book and client relationships
Domain
Wealth Management / Trust & Estate Law
Required skills
Delaware Trust Law expertise, fiduciary risk management, estate planning, discretionary distribution administration, tax return coordination, account setup, mentoring
Preferred skills
Directed Irrevocable Trust administration, CTFA or JD
Technologies
Risk management tools (overdraft reports, daily transaction reports)
Responsibilities
Administer Delaware IM&T trust book and manage fiduciary risks; Respond to beneficiary requests for discretionary distributions and prepare recommendations; Analyze trust documents for compliance with state/federal regulations; Coordinate with investment advisors and tax teams; Open trust accounts and interpret governing instruments; Mentor junior associates
Seniority
Senior, hands-on IC