Financial Analyst - Trust

Piper Companies is seeking a Financial Analyst - Trust  to join a well-established financial trust company providing client focused trust and administration services. Located in West Palm Beach, FL.

Responsibilities of the Financial Analyst - Trust  include:  

• Manage the daily administration of trust accounts, ensuring accurate account setup, required documentation, and compliance with governing documents and state regulations

• Perform regular account reviews to confirm accurate asset classification, tax reporting, and adherence to trust provisions

• Build and maintain strong relationships with clients, beneficiaries, financial advisors, and investment teams to ensure responsive, high-quality service

• Exercise sound fiduciary judgment in reviewing new business opportunities and participating in trust-related committees

• Contribute to client retention and business development efforts by recognizing opportunities to expand services within client base

Qualifications for the Financial Analyst - Trust include: 

• 1-4 years of financial analyst experience

• Manages detailed transactional tasks efficiently in a fast-paced environment while prioritizing client and partner service

• Strong proficiency in Microsoft Excel

• Familiarity with financial software (e.g., SAP, Oracle, Tableau, Power BI) is a plus

• Excellent analytical, problem-solving, and communication skills

• High attention to detail and a commitment to data accuracy

• Bachelor’s degree in Finance, Accounting, Economics, or a related field

Compensation for the Financial Analyst - Trust includes:  

• Salary: $75,000-95,000/yr **Depending on experience**

• Comprehensive Benefits: Medical, Dental, Vision, 401K, PTO, Sick Leave if required by law, and Holidays  

This job opens for applications on 7/7/2025. Applications for this job will be accepted for at least 30 days from the posting date.

Keywords: personal trust officer, trust administration, fiduciary services, trust account management, relationship management, client relationship management, estate planning, trust compliance, wealth management, financial services, trust operations, high net worth, financial planning, tax and trust reporting, trust documentation, risk management, distributions, account reviews, CPA, Financial analyst, modeling, cash flow, profitability, risk assessment, GAAP, IFRS

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