Delaware Trust Officer I (DE TO I)

Responsibilities

• Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures
• Understands the client’s situation and circumstances, including knowing the clients extended family and younger generation
• Develops and delivers solutions to meet client needs
• Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning
• Succeeds in working with centers of influence and the professional community to develop a network of external referral partners
• Works with teammates to deliver our full array of integrated solutions, as appropriate
• Promotes the full breadth of our fiduciary platform (fiduciary, tax, special assets, estate settlement, both internally and externally to grow our fiduciary business
• Actively participates in the sales process
• Collaborates with team members to consistently deliver on UST's value proposition

Qualifications

• 2-4 years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent)
• Techically proficient in fiduciary law, tax investments and administration
• Bachelors Degree or equivalent experience required
• Legal, Paralegal and/or JD a plus
• Fiduciary Education and Training desired