Job Title: Personal Trust Officer

Job Summary:

The Piper Companies is seeking a skilled Personal Trust Officer to work in a full-time, hybrid position at our Chartered Trust Company in Wilmington, Delaware.

Responsibilities:

• Administer all aspects of trust services, including account setup, annual reviews, and ongoing relationship management.
• Review accounts to ensure accurate categorization of cash, cost basis, tax reporting, and other essential details.
• Collaborate with Financial Advisors and clients to define goals and objectives, working closely with the Investment Officer to establish suitable asset allocation and review portfolio changes for complex situations or assets.

Qualifications:

• 5-7 years of experience in personal trust administration, with a Certified Trust and Financial Advisor (CTFA) certification preferred.
• Demonstrate efficiency and flexibility in performing detailed tasks and assignments, handling changing priorities and deadlines in a fast-paced environment.
• Partner with other functional areas to achieve objectives, attending to details while maintaining a big-picture orientation.
• Understand various types of investments and strategies, interpret and apply policies, and recommend changes as necessary.
• Work with minimal oversight, making non-routine decisions and bringing complex problems to management for guidance.
• Effectively communicate with all organizational levels, both orally and in writing.
• Engage actively in related professional organizations.
• Bachelor's degree in finance or accounting, or equivalent experience.

Benefits:

• $80K-$130K salary range.
• Bonus eligibility.
• Hybrid work schedule.
• Comprehensive benefits package, including medical, dental, vision, 401K, PTO, sick leave, and holidays.

Requirements:

Keywords: financial planning, trust fund, trust manager, client service, invest, investing, investments, investment management, asset manager, asset management, portfolio management, financial analysis, financial modeling.