Piper Companies
Piper Companies is hiring a
Personal Trust Officer
to support a personal trust business located in Wilmington, DE. The
Personal Trust Officer
will be responsible managing client relationships and ensuring compliance with all fiduciary, legal, and regulatory requirements.
Responsibilities of the Trust Officer Include:
Handle basically all parts of trust administration, like setting up new accounts, doing annual reviews, and keeping up with clients and their documents.
Review trust accounts to ensure everything is correct.
Help with new business and review tax or trust issues when they come up.
Ensure everything follows the correct rules, including governing documents, company policies, Delaware trust laws, and federal/state regulations.
Work with clients, advisors, and investment teams to keep things running smoothly, meet goals, and maintain strong relationships.
Qualifications for the Trust Officer Include:
5-7 years of personal trust administration experience.
Strong understanding of investments, investment strategies, and fiduciary principles.
Bachelor's degree.
Compensation for the Trust Officer Includes:
Targeted Base Salary: $110,000-135,000 (depending on experience)
Comprehensive Benefits: Medical, Dental, Vision, 401K, PTO, and additional benefits aligned with company policy.
Keywords: Personal Trust Officer, Trust Administration, Fiduciary Compliance, Client Relationship Management, Trust Account Review, New Account Setup, Annual Account Reviews, Tax Reporting, Trust Documentation, Risk Assessment, Fiduciary Law, Delaware Trust Law, Regulatory Compliance, Investment Knowledge, Investment Strategies, Personal Trust Accounts, Trust Operations, Trust Accounting, Trust Policies, Estate Planning Concepts, Financial Services, Wealth Management, Client Advisory Support, Account Management, Trust Compliance, Legal Documentation Review
This job opens for applications on
(12/19/2025) . Applications for this job will be accepted for at least
30 days
from the posting date.
#LI-CM1 #LI-HYBIRD
#J-18808-Ljbffr
Personal Trust Officer
to support a personal trust business located in Wilmington, DE. The
Personal Trust Officer
will be responsible managing client relationships and ensuring compliance with all fiduciary, legal, and regulatory requirements.
Responsibilities of the Trust Officer Include:
Handle basically all parts of trust administration, like setting up new accounts, doing annual reviews, and keeping up with clients and their documents.
Review trust accounts to ensure everything is correct.
Help with new business and review tax or trust issues when they come up.
Ensure everything follows the correct rules, including governing documents, company policies, Delaware trust laws, and federal/state regulations.
Work with clients, advisors, and investment teams to keep things running smoothly, meet goals, and maintain strong relationships.
Qualifications for the Trust Officer Include:
5-7 years of personal trust administration experience.
Strong understanding of investments, investment strategies, and fiduciary principles.
Bachelor's degree.
Compensation for the Trust Officer Includes:
Targeted Base Salary: $110,000-135,000 (depending on experience)
Comprehensive Benefits: Medical, Dental, Vision, 401K, PTO, and additional benefits aligned with company policy.
Keywords: Personal Trust Officer, Trust Administration, Fiduciary Compliance, Client Relationship Management, Trust Account Review, New Account Setup, Annual Account Reviews, Tax Reporting, Trust Documentation, Risk Assessment, Fiduciary Law, Delaware Trust Law, Regulatory Compliance, Investment Knowledge, Investment Strategies, Personal Trust Accounts, Trust Operations, Trust Accounting, Trust Policies, Estate Planning Concepts, Financial Services, Wealth Management, Client Advisory Support, Account Management, Trust Compliance, Legal Documentation Review
This job opens for applications on
(12/19/2025) . Applications for this job will be accepted for at least
30 days
from the posting date.
#LI-CM1 #LI-HYBIRD
#J-18808-Ljbffr