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Delaware Trust Officer I (DE TO I), Wilmington, DE -
The Delaware Trust Officer I (Delaware TOI) maintains a trust book of fiduciary and investment management accounts. Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with relationship managers and portfolio managers and ML FAs in defining clients requirements including legal and tax aspects, and in coordinating client contact on an ongoing basis. Trust Officer Is are expected to address all the trust issues that may arise in their book of business .The book of business assigned to a Trust Officer I depends on education and experience. Non-licensed associate.
Bachelors degree, paralegal &/or JD preferred, in addition to 2 yrs+, prior Delaware Trust & Fiduciary management experience.
For internal employees: participation in a work from home posture does not make you eligible to post.
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