Job Description

Senior Trust Officer

Wilmington, DE | Wealth Management | UHNW Client Focus

Overview

Join a premier and growing Trust Company in Wilmington, DE, as a Senior Trust Officer , where your expertise in personal trust and estate administration will shape lasting client relationships and contribute directly to the firms continued success. This role is ideal for a seasoned trust professional who thrives in a high-touch, high-complexity environment and is ready to step into a visible leadership track.

What Youll Do

• Serve as the primary relationship manager for a book of UHNW clients, managing complex personal trust and estate accounts with a deep focus on client service and fiduciary excellence.
• Interpret and administer sophisticated trust instruments , including directed, discretionary, and specialty trust structures across multiple jurisdictionsparticularly Delaware.
• Maintain proactive communication with beneficiaries, co-trustees, and professional advisors to ensure clarity, alignment, and trust.
• Review legal documents such as wills, trust agreements, powers of attorney, and account agreements to ensure compliance and appropriate interpretation.
• Mentor junior team members , offering guidance on technical trust concepts and best practices in administration and client service.
• Collaborate with senior leadership on process improvement, risk mitigation , and strategic initiatives that enhance client experience and operational efficiency.
• Stay current on evolving fiduciary laws, estate tax regulations, and wealth planning strategies to support clients with forward-looking solutions.

What You Bring

• Bachelors degree in Finance, Business, or a related field.
• Minimum of 7+ years of experience in personal trust and estate administration, with direct UHNW client engagement.
• Strong working knowledge of Delaware trust law and experience administering DE-directed or discretionary trusts.
• Proven ability to interpret complex trust documents and apply fiduciary principles with sound judgment.
• A CTFA designation or ability to obtain it within a reasonable timeframe.
• Leadership experience or demonstrated ability to mentor and influence across functions.

What We Offer

• Career mobility with the potential to move into a management role alongside senior leadership.
• High visibility with firm executive management.
• Competitive base salary , annual bonus , and a comprehensive benefits package .
• A hybrid schedule with a strong commitment to work/life balance .
• A collaborative and client-focused culture where your expertise is valued and your career goals are supported.

Ready to make your mark in a client-first, growth-minded trust company? Apply today to explore how your expertise can help shape the future of fiduciary excellence.

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