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Senior Trust Advisor
Company name
CIBC
Experience
7 yrs required
Location
Wilmington, DE, United States
Employment Type
Full-Time,Work From Home
Industry
Legal
Posted on
Dec 12, 2022
Profile
Senior Trust Advisor
The candidate will provide trust administration for an assigned group of high net worth accounts in the Delaware Trust Company. Partner with Relationship Managers and client service managers to provide trust administration services to an assigned book of accounts. Coordinate timely communication with client facing teams to clients and their advisors. Familiar with Delaware Trust statutes and administration practices, including administration of directed trusts. Identify actual or potential risks and proactively engage internal resources to mitigate risks. Adhere to all policies and procedures and help promote a compliance-minded culture. Coordinate and monitor fiduciary account openings, including the review and interpretation of governing documents and applicable state laws to ensure accurate and complete account setup. Coordinate trust administration work flow with front office teams and Operations and Centers of Excellence. Coordinate and monitor fiduciary account closings, including the gathering/distributing of assets and other related tasks, with Operations and Centers of Excellence. Collaborate with internal fiduciary tax team to determine tax filings, and ensure all filings are timely. Respond to client inquiries timely and thoughtfully. Assist relationship managers and client-facing personnel with trust-related questions and inquiries. Day-to-day management for one direct report (Trust Administrator) with possible growth of the team. Opportunity for expanded management roles in the future.
Additional Information
Requisition id: 2237790.
Company info
CIBC
One Wacker Drive Suite 3500
Chicago
Illinois
United States 60606
Website : http://www.cibc.com
Location : Wilmington, DE
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