Piper Companies is hiring an Institutional Trust Officer to join a growing, well-established trust company in Wilmington, DE . This is a great opportunity for someone with strong trust administration or retirement plan experience looking to take on a client-facing, fiduciary-focused role.
Responsibilities for the Institutional Trust Officer
- Manage trust accounts (retirement plans, foundations, escrows) from setup to termination
- Serve as a primary contact for clients, recordkeepers, and advisors
- Ensure compliance with ERISA and fiduciary policies
- Review trust docs, process distributions, and complete annual account reviews
- Handle internal records, reports, and payment processing
- Help evaluate new business opportunities with a fiduciary lens
Qualifications for the Institutional Trust Officer
- Bachelors degree + 5 years experience in institutional trust, custody, or retirement plan admin
- Knowledge of ERISA, trust/fiduciary rules, and investment basics
- Strong communication, problem-solving, and client service skills
- Organized and detail-oriented, with solid Excel and system experience
- Able to juggle multiple priorities in a fast-paced environment
Compensation for the Institutional Trust Officer
- Type: Full-time, permanent
- Salary: $100,000-$150,000 (Plus Bonus)
- Requires onsite availability 3 days per week in Wilmington, DE
- Benefits: Medical, Dental, Vision, 401K, PTO, Holidays
Application Period: This position opens for applications on 8/15/2025 and will remain open for a minimum of 30 days from the posting date.
Keywords: Institutional Trust Officer, Trust Administration, Fiduciary Services, Retirement Plan Administration, Escrow Accounts, Endowments & Foundations, ERISA Compliance, Custody Services, Client Relationship Management, Trust Operations, Benefit Distributions, Investment Documentation, Account Reviews, Financial Services, Trust Compliance
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