Role OverviewManage complex fiduciary trust relationships, including estate settlement, for US domestic and international clients. Ensure compliance with applicable statutes and regulations. Provide guidance and development opportunities to administrative support staff.
What You Will Do
Oversee estate settlement, manage fiduciary risk, identify and address trust issues, and escalate to management and oversight committees as needed. Prepare administrative reviews, reports, and materials for management committees.
Why It Might Be a Fit
This role requires strong analytical and problem-solving capabilities, excellent interpersonal skills, and the ability to succeed in a fast-paced environment. Experience in trust and estate administration, estate planning, or wealth management is preferred.
Requirements
- Bachelor's degree in finance, Accounting, Law, or a related field
- JD, CFP, or CTFA designation is preferred
- Minimum of 5 years of experience in trust and estate administration, estate planning, or wealth management
- In-depth knowledge of trust laws, fiduciary duties, and estate planning principles
- Experience managing a diverse portfolio of trust accounts
- Ability to effectively manage complex, cross border and international trust clients
- Experience in operational, tax and fiduciary activities in relation to complex, cross border and international trust clients
- Ability to succeed in a fast-paced environment
- Self-motivated, used to working in a “hands-on” role
- Strong communication skills, both written and verbal
- Excellent interpersonal skills
- Highly developed management and mentorship skills
- Working knowledge of risk related matters in a trust administration and fiduciary context
- Strong administration and organizational skills
- Experienced user of Microsoft applications, trust accounting system and document management systems
Benefits
- Salary range: $175,000 – $225,000 per year
- Committed to fostering a healthy, inclusive organisation
- Supporting employee wellbeing
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