Personal Trust Officer

Piper Companies is seeking a Personal Trust Officer to join administration services in Wilmington, DE. This job is 3 days on-site, hybrid. The Personal Trust Officer will deliver high quality services and solutions to clients as well as responsible for developing and maintaining relationships with financial advisors, investment advisors, trust clients, trust beneficiaries, and other interested parties.

Responsibilities of the Personal Trust Officer include:

·      Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management and accounts with governing documents

·      Assist in new business development and resolve tax and other trust issues

·      Review all accounts to ensure proper categorizations of cash, cost basis, tax reporting and all aspects of each trust

·      Knowledge in fiduciary law, investments, tax, and other aspects of trust

Qualifications for the Personal Trust Officer include:

·      Bachelor's degree and 5-7 years of personal trust administration experience. CTFA preferred

·      Demonstrate efficiency and flexibility in detailed transactional tasks and provide effective service to internal partners and external clients

·      Interpret and apply policies and identify changes

·      Effective communication, attention to detail and organizational skills

Compensation for the Personal Trust Officer include:

·      Salary Range: $110,000-$135,000

·      Comprehensive Benefits: Medical, Dental, Vision, 401K, Sick Leave if required by law

·      Full-time, 3 days on-site in Wilmington, DE

This job opens for applicants on 8/18/2025. Applications for this job will be accepted for at least 30 days from the posting date.

Keywords: Personal Trust Officer, trust administration, CTFA, full-time, tax and trust issues, trust laws, fiduciary law, investments, tax

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