Trust Officer

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Due to growth in our business, Fidelity Personal Trust Company seeks a Trust Officer.

The Trust Officer is an integral member of the Personal Trust Administration team. The team provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. With the help of a dedicated Trust Administrator, the Trust Officer is responsible for all facets of trust administration and relationship management for their assigned relationships.

The Expertise and Skills You Bring

• College degree or equivalent with 8 years of professional experience
• 6+ plus years of trust administration experience and trust services
• Solid understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services required.
• Advanced Degree/Designation (JD, MBA, or CPA) considered but not required.
• CTFA preferred.
• Managing a sophisticated book of business, including workflow for Trust Administrator
• Ensuring account activity complies with trust document, applicable law, and internal procedures.
• Recommending action on fiduciary decisions related to trust administration.
• Providing estate and tax expertise as necessary
• Understanding and helping clients with sophisticated financial situations
• Thinking strategically and tactically
• Working independently and as part of a team
• Strong ability to collaborate with business partners at all levels within the Fidelity organization.
• Managing client relationships to maintain client satisfaction and retain business.
• Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries.