Trust Officer- Greenville, DE or Merrimack, NH

Job description

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 a...