Personal Trust Officer
Wilmington, Delaware
Job Id:
153645
Job Category:
Job Location:
Wilmington, Delaware
Security Clearance:
No Clearance
Business Unit:
Piper Companies
Division:
Piper Enterprise Solutions
Position Owner:
Thomas Klusarits
Piper Companies is seeking a Personal Trust Officer to join a state chartered trust company in Wilmington, Delaware. The candidate must deliver exceptional client service and solutions, demonstrating discipline and adaptability in a fast-paced environment. They will administer client trusts, build strong relationships with advisors and beneficiaries, and ensure compliance with company policies and all applicable banking regulations.
Responsibilities
- Handle setup, maintenance, and compliance for personal trust accounts, ensuring accuracy and adherence to legal and internal standards.
- Work with other departments (e.g., legal, investment, operations) to meet client and company objectives.
- Serve as a key contact for clients, beneficiaries, and advisors—communicating clearly and professionally.
- Understand and apply various investment strategies within the context of trust administration.
- Apply company policies and recommend improvements when needed.
- Make informed decisions with minimal oversight and escalate complex issues appropriately.
- Stay active in industry organizations to maintain expertise and network.
Qualifications
- Bachelor’s degree required.
- 5–7 years of personal trust administration experience.
- CTFA certification preferred.
- Strong understanding of investments, fiduciary law, and tax implications.
- Excellent communication skills and ability to work independently.
- Detail-oriented with the ability to manage shifting priorities in a fast-paced environment.
Compensation
- Salary: Up to $150,000
- Employment Type: Direct Placement
- Location: Wilmington, DE (Hybrid- 3 days/week onsite)
- Interview Availability: Within 24–48 hours
- Reporting To: Wendy Smith
This job opens for applications on 11/03/2025. Applications will be accepted for at least 30 days from the posting date.
Keywords
Trust Administration, Fiduciary Services, CTFA, Investment Banking, Client Management, Delaware Trust Law, Financial Services, Business Intelligence, Data Analytics
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