Personal Trust Officer

Piper Companies is seeking a Personal Trust Officer in the financial services industry offering hybrid work in Wilmington, Delaware. Take ownership of complex trust accounts, build lasting relationships with advisors and beneficiaries, and apply your expertise in trust administration and Delaware trust law in a fast-paced, client-centric environment that blends professional growth.

Responsibilities for the Personal Trust Officer include:

• Administer personal trust accounts in accordance with governing documents, company policies, and applicable laws

• Oversee account setup, annual reviews, and ongoing relationship management

• Ensure proper documentation for account openings and closures

• Analyze trust documents and prepare for New Business Committee review

• Monitor and resolve issues related to tax reporting, cost basis, and cash categorization

• Participate in new business development efforts as needed

• Apply fiduciary judgment and participate in discretionary distribution decisions

• Collaborate with investment personnel and financial advisors to support client goals

• Maintain fee schedules and ensure compliance with trust agreements

Qualifications for the Personal Trust Officer include:

• Bachelor’s degree required; CTFA certification preferred

• 5–7 years of experience in personal trust administration

• Strong understanding of fiduciary law, Delaware-specific trust regulations, and investment strategies

• Ability to manage complex trust matters with minimal oversight

• Excellent communication skills, both written and verbal

• Proven ability to work in a fast-paced, detail-oriented environment

• Experience collaborating across departments and with external partners

• Active involvement in professional organizations related to trust and fiduciary services

Compensation for the Personal Trust Officer include:

• Salary Range: $115,00 – $140,000

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

• Additional Perks: Hybrid work schedule(in office three days a week), professional development opportunities, and a collaborative team culture

This job opens for applications on 11/03/25. Applications for this job will be accepted for at least 30 days from the posting date.

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