Institutional Trust Officer

Piper Companies is seeking an Institutional Trust Officer to join a financial services organization in Wilmington, DE. This job is 3 days on-site, hybrid. The Institutional Trust Officer will also build and maintain relationships with recordkeepers, actuaries, financial advisors, and interested parties to facilitate obligations under the service agreement.

Responsibilities of an Institutional 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
• Become proficient in using the benefit payment processing system as well as assist with the distribution approval processes and maintain various excel worksheets for the trust administration department
• Be knowledgeable in applying fiduciary and ERISA regulations and requirements
• Meet with clients via telephone or in-person, and monitor fee schedules

Qualifications for the Institutional Trust Officer include:

• 5+ years of Institutional or corporate Trust experience
• Demonstrate efficiency and flexibility in detailed transactional tasks and provide effective service to internal partners and external clients
• Demonstrate efficiency and flexibility in detailed transactional tasks and provide effective service to internal partners and external clients
• Understand various types of investments and strategies as well as interpret and apply policies and recommend changes
• Effective communication, attention to detail and organizational skills
• Experience in MS Office, particularly Excel
• Bachelor’s degree

Compensation for the Institutional Trust Officer include:

• Salary Range: $95,000-$140,000
• 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 9/12/2025. Applications for this job will be accepted for at least 30 days from the posting date.

Keywords: institutional Trust Officer, trust administration, fiduciary services, ERISA compliance, financial services, corporate trust, institutional trust, benefit payment processing, distribution approval, account setup, annual reviews, relationship management, governing documents, fee schedule monitoring, investment strategies, policy interpretation, client meetings, hybrid role, Wilmington DE, Excel proficiency, MS Office, financial advisors, actuaries, recordkeepers, trust operations, transactional efficiency, organizational skills, communication skills, bachelor’s degree

#LI-KG2 #LI-HYBRID