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Job Information

Citizens Senior Trust Officer - Delaware Trust in Philadelphia, Pennsylvania

Description

The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and beneficiaries to CCPW’s comprehensive suite of investment, financial planning, insurance, and tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and retain new clients. They will perform these duties with high proficiency and integrity acting in accordance with the Bank’s fiduciary responsibilities and best fiduciary and risk management practices, as trustee and/or executor.

Responsibilities

  • Effectively establish and manage strong client relationships within an assigned book of trust accounts. Meet with clients, family members and their advisors as appropriate.

  • Educate clients and beneficiaries on estate and trust planning strategies to include state fiduciary law and practices, related trust income and estate tax principles and how to integrate these concepts into fiduciary investing.

  • Handle intricate trust and relationship matters. Serve as a quarterback with other CCPW advisors to the trust to ensure best practices are met. Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CCPW client experience.

  • Accurately interpret and apply provisions of trusts and wills consistent with applicable statutes and regulations. Routinely work with clients and their external advisors to implement estate plans to achieve clients’ goals.

  • Partner with CCPW colleagues to achieve business growth and retention goals. Build and maintain strong network of internal and external center-of-influence relationships.

  • Participate in the training and development of Trust Officer and Trust Associates.

  • Serve on various fiduciary/governance committees and project teams.

    Qualifications

  • 7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment.

  • Experience with fiduciary investment concepts, analytics and reporting desirable.

  • Strong communication, organization, and analytical skills.

    Education

  • Bachelor’s Degree Required

  • Graduate degree preferred

  • CTFA, CFP, or similar professional designation preferred

    Hours and Work Schedule

  • Hours per Week: 40

  • Work Schedule: Monday - Friday 8:00 AM - 5:00 PM

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

05/15/2024

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