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Trust Officer
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- The Trust Officer will be responsible for daily administration of personal trust accounts of moderate to high complexity, profile, and/or volume; providing high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries and other qualified referral sources and distribution channels
- The incumbent will manage personal accounts and relationships; in conjunction with Team Leader, together ensuring completion of all tasks necessary for proper risk-adverse administration of trust, investment management, custody, or IRA accounts
- Manage personal trust accounts and relationships, including those of high-net worth individuals
- Minimum Qualifications: Bachelor's degree or equivalent work experience is required; CTFA or matriculating toward, or equivalent designation preferred
- Proficiency in MS Office and FIS Addvantage or similar trust accounting systems
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