Trust Officer (Greater Philadelphia area)
Trust Officer (Greater Philadelphia area)
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$ 100000 - 130000
1 Vacancy
Job Description
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families family offices endowments foundations and institutions. Unlike other firms our investment managers tax and estate planning professionals work together to develop holistic strategies to optimize clients portfolios while mitigating the impact of taxes on their wealth. As a fiduciary the guidance we provide is always in the best interests of our clients without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment tax and planning strategies alongside sophisticated technology and custody platforms.
Fiduciary Trust International is owned by Franklin Templeton a diversified firm that spans asset management wealth management and fintech giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents youll get exposed to different cultures people and business development happening around the world.
Fiduciary Trust Internationals Radnor PA office approximately 30 minutes outside of Philadelphia is hiring a Trust Officer / Wealth Advisor to join our office of 60 investment and trust professionals.
What are the ongoing responsibilities of a Trust Officer
Serve as relationship manager for client relationships.
Work in close coordination with Portfolio Managers to provide industry-leading client service and financial advice.
Develop and nurture centers of influence (COIs) including clients accountants attorneys and other trusted advisors.
Lead client financial planning process.
Understanding of complex estate planning structures (e.g. GRATs Private Foundations Family Limited Partnerships estates).
Administer trust accounts while remaining current on relevant laws issues and topics.
Oversee client requests including discretionary distributions bill pay asset transfers gifts contributions acquisitions and sales.
Coordinate with tax department on client tax issues.
Handle termination of trusts in coordination with our Trust Counsel Investment Department Tax Department and other parties as necessary.
Oversee the new account process from prospect to account funding including analyzing relevant documents to determine legal documentation required for compliance purposes.
What ideal qualifications skills and experience would help someone to be successful
Bachelors Degree required. JD or advanced degree preferred
3 years of Trust Administration experience
Industry credentials preferred (CFP preferred)
Knowledge of Personal Trust Law and Administration required
Ability to exercise independent judgment consistent with department guidelines
Excellent verbal and written communication skills
Strong attention to detail with the ability to perform multiple tasks in a fast-paced environment
Knowledge of trust accounting system workflows and best practices
Strong Excel Word and PowerPoint skills
Learn More: Click below links to learn more about FTI
Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $100000 - $130000 depending on level of relevant experience plus discretionary bonus.
#LI-US
#Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.
By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
