The Trust Advisor provides fiduciary expertise and high-quality trust solutions, managing personal trusts while ensuring compliance with legal and regulatory standards.
They develop strong client relationships, offering tailored fiduciary advice aligned with clients' financial goals, and collaborate with internal teams and external advisors to support growth and deepen existing relationships.
The role involves overseeing trust administration, interpreting estate documents, and coordinating resources to meet client needs.
Candidates should have at least 7 years of trust and estate experience, strong knowledge of fiduciary laws, and excellent communication skills.
They must uphold high ethical standards, manage multiple priorities, and contribute to client satisfaction and retention.
This position requires a bachelor’s degree, professional certifications preferred, with Wilmington, DE as the location.