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Senior Trust Officer - Delaware Trust
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Full-time
- The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW).
- They will perform these duties with high proficiency and integrity acting in accordance with the Bank’s fiduciary responsibilities and best fiduciary and risk management practices, as trustee and/or executor.
- Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CCPW client experience.
- Participate in the training and development of Trust Officer and Trust Associates.
- 7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment.
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