Senior Fiduciary Officer - (US-DE-Wilmington)
Senior Fiduciary Officer - (US-DE-Wilmington)
Compensation: $120K - $145K / Year
Minimum Education: Masters
Job Type: Full Time
Jobcode: N47646BEJA
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Experience Required : 5 - 10 years
Degree Required : Graduate Degree
• Responsible for the interpretation and compliant administration of fiduciary matters for client accounts.
• Handles certain legal issues related to various trust accounts and engage legal counsel when necessary
• Oversees compliance and procedures of regional FO’s working with Special Needs and Delaware Trusts
• Oversees administration of a book of SCS and DE business
• Would be expected to maintain account activity documentation by using sophisticated, customized fiduciary account management computer systems
• Would be expected to administer a book of business
• Reviews, interprets, understands, make recommendations or resolve issues regarding legal documents governing or related to fiduciary accounts.
• Assists in Sales process as Specialty Consultant
• Responsible for Risk Management
• Chair centralized TAC and AAC Committees
• PTC Committee Member
• Develops personnel
• Cultivates and aggrandize referrals and relationships
Candidate Must Have :
Additional Information :
• *Must be able to learn and use sophisticated client data and trust management computer systems daily.
• Five to ten years fiduciary experience
• Graduate Business Degree and CPA; CTFA / Law Degree required
• Be knowledgeable in various State related and federal laws, including tax law.
• Must be knowledgeable in Special Needs and Delaware Trust Administration
Email resume in Word to thebiggamehunter@cisny.com. Please include the job code for the position with your resume.
NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.
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