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locations Wilmington, Delaware, United States of America
time type Full time
posted on Posted 4 Days Ago
job requisition id (phone number removed)
Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients’ wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, a global investment leader. That means we can combine a personalized experience with access to sophisticated research and investment solutions.
Our Wilmington, DE office, consisting of nine trust professionals, is hiring a Senior Trust Officer. This position is eligible for a hybrid work schedule (partial work from home).
Key Responsibilities:
Administer discretionary trust and directed trust accounts while remaining current on relevant laws, issues and topics.
Respond to various client requests for wire transfers, discretionary payments, currency transactions, bill paying, deliveries/receives, gifts, contributions, acquisitions, and sales.
Ensure transactions are in compliance with the trust agreement and state laws.
Serve as a point of contact for client and intermediary with accountants, attorneys, and other trusted advisors.
Coordinate with tax department concerning tax issues arising during the course of the trust administration process.
Review daily overdraft report to determine how to cure income overdrafts. Coordinate with Portfolio Manager to raise cash to cure principal overdrafts.
Handle termination of trusts in coordination with our Trust Counsel, Investment Department, Tax Departments, and other parties as necessary.
Oversee the new account opening process from KYC to final funding; this included analyzing relevant documents to determine missing legal documentation requires for compliance purposes.
Manage and oversee, large complex client relationships that include trusts, family limited partnerships, GRATs and foundations.
Ideal Qualifications:
Bachelor’s degree or equivalent experience required and CTFA.JD preferred
10+ years of previous Trust Administration experience
Detailed understanding of Delaware law
Experience managing Delaware Directed Trusts with complex structures
Knowledge of Personal Trust Law and Administration
International trust administration experience is preferred
Excellent verbal and written communication skills
Strong attention to detail with the ability to perform multiple tasks in a fast-paced environment
Previous experience working in a small team environment
Ability to adhere/respond to established timeframes and deadlines
Ability to exercise independent judgment consistent with department guidelines
Ability to organize and prioritize responsibilities and tasks
Learn about our company –
Explore our company’s online presence to learn about our culture and what it’s like to work at Fiduciary Trust International –
Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $150,000 – $175,000.
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
*Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities . An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to (url removed) . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.
About Us We embrace individual differences and the wealth of perspectives brought by global diversity. And, though we are all different, we have one thing in common: we are dedicated to what we do. We’ve built a uniquely collaborative culture that allows us to ask fresh questions in a safe environment and harness our best thinking. So whether you are at the beginning of your professional journey, further along, or looking for a new direction, you will have all the support you need to grow your career with us.
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