Trusts and Estates Attorney in Wilmington, DE

Profile

Senior Fiduciary Officer The candidate will handle all aspects of fiduciary account administration. Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. Day-to-day interaction with clients (internal and external) on all account matters. Active participant in investment and administrative review committees as well as discretionary payment committees. Provide training and guidance to administrative staff. Participate in Trust Company marketing efforts to both internal and external sources. Work with internal infrastructure groups in connection with trust company systems. Identify questions and concerns regarding any documents governing client accounts and address them with senior trust company officers if necessary. Implement asset allocation decisions. Undergraduate degree required. Law degree preferred. Should have 10+ years of hands on trust and estate administration experience. Investment oversight experience required. Should have strong technical knowledge of gift, estate, and income tax. Must have knowledge of computer programs associated with trust administration.

Additional info

Ref: R0002511.

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