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**Trust Officer - Fidelity Personal Trust Company** - **Trust Officer** Role: Key member of Personal Trust Admin team, managing large, sophisticated trust relationships. Primary fiduciary contact, ensuring compliance with trust documents and applicable laws. - **Responsibilities**: Comprehensive trust administration, strategic decision-making, client relationship management, collaborating with business partners and investment advisors. - **Required Skills & Experience**: 8+ years of professional experience, 6+ years in trust administration and services, solid understanding of trust law, taxation, and estate planning. CTFA preferred but not required. Proven ability to manage and grow a sophisticated book of business. Strong client relationship management and collaborative skills. - **Education**: College degree or equivalent, advanced degree/designation (JD, MBA, CPA) considered but not required. - **Location**: Greenville, DE. Fidelity is transitioning to a full-time onsite working model.
- Compensation
- Not specified
- City
- Greenville
- Country
- United States
Currency: Not specified
Full 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 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.
The Team
Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Companys trust administration expertise. We take phenomenal pride in building strong and lasting relationships with our customers, providing sound fiduciary mentorship, and delivering outstanding customer experience.
Location: Greenville, DE
Fidelity Wealths Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealths customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Investment OperationsPlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Apply
All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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