With the help of a dedicated Trust Administrator, the Senior Trust Officer is responsible for all facets of trust administration and relationship management for their assigned relationships.

Keywords: financial, financials, financial company, trust fund, trust, trust manager, financial planning, financial planner, procedures, trust admin, trust administration, client service, client facing, invest, investing, investments, investment management, asset manager, asset management, portfolio management, financial analysis, financial modeling, benefits, pto, 401k.

Position The Trust Officer specializes in the management and administration of trusts for high and ultra-high net worth individuals and families for assigned relationships. This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division by interfacing with Private Advisors, investment advisors, trust clients, trust beneficiaries and other interested parties and advisors.

The incumbent will manage personal trust accounts and relationships; perform all tasks necessary for proper risk-adverse administration of trust, investment management, custody or IRA accounts: account and file establishment; account and file maintenance; system maintenance and transaction input; cash and securities processing; perform detailed, enhanced account reviews, remediation/mitigation of all issues discovered during account reviews; and compliance and legal projects as required.

WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management.

Responsibilities for the Personal Trust Officer· Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.

JD, CTFA, CFP strongly preferred. The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee.

The Assistant Trust Officer position is for our Delaware office. An essential component of Goldman Sachs’ private wealth management offering, The Goldman Sachs Trust Company, N.A. (“GSTC”) is a limited-purpose national bank providing world-class trust, estate, and charitable administration services to ultra-high-net-worth clients across the United States.

Our strategic alliances allow clients to take advantage of FSTC’s independent professional trust administration services, combined with the investment management services of their chosen provider.

Reporting to the Business Control Officer, this position is responsible for the development and recommendations of risk metrics for City National Trust & Estates & RBC Delaware Trust.

This candidate will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution.

Brown Brothers Harriman is looking for a proactive, detail-oriented individual to join our Delaware office as a Trust Administrator supporting the coordination and administration of trust accounts for various clients.

Responsibilities:Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management. Work closely with Investment personnel to support trust requirements.

Securities licensing, CFP, CTFA, CPA designation. MBA (Master’s degree in Business Administration) or JD (Juris Doctor) Bachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment.

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