Piper Companies
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 Bachelor’s 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 #LI-JM1 #LI-HYBRID
#J-18808-Ljbffr
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 Bachelor’s 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 #LI-JM1 #LI-HYBRID
#J-18808-Ljbffr