In-House

Newark, DE, United States

Attorney in Newark, DE

Non-practicing Attorney

Min 7 yrs required

No

Salary Information

The salary for this position is competitive and based on experience. We also offer a comprehensive benefits package, including health, dental, vision, life and disability insurance, and a 401(k) retirement plan.

Job Title: Trust Officer Vice President
Experience: Minimum of 7 years in trust business, preferably at a corporate fiduciary or a law firm
Salary: Competitive, based on experience
Location: Newark, DE, United States
Company: . Morgan
Department: Wealth Management Solutions, Trust & Estates
H1: Trust Officer VP in Wealth Management Solutions, Trust & Estates at . Morgan
H2: Join our Global Trusts & Estates Practice as a Trust Officer VP

Overview

- . Morgan is a leading global financial services firm with over 170 years of experience in serving as a corporate fiduciary for families.
- The Global Trusts & Estates Practice is an integral part of our services, and we are looking for a Trust Officer VP to join our team in Newark, DE.
- As a Trust Officer VP, you will oversee the administration of trusts and develop relationships with beneficiaries and advisors.
- Your role is crucial in maintaining our reputation as a trusted and capable provider of trust and estate services.

Job Description

- As a Trust Officer VP, you will analyze trust documents for legal, tax, administrative, and investment issues and coordinate the delivery of services.
- You will make recommendations on how the bank should exercise discretionary powers as trustee.
- You will oversee investment decisions and work with investors to ensure that the trust's investment objective is appropriate and in accordance with its investment guidelines.
- You will also work with Tax Officers and trust counsel to resolve tax issues and address questions from beneficiaries, co-trustees, and their advisors.
- Your role will require you to maintain current knowledge of beneficiaries and their changing needs in order to provide superior client services.
- You will also partner with Wealth Advisors to vet and price new trust business and cross-sell JPM products and services.
- Your responsibilities may also include maintaining and developing strategies for increasing business with current clients and cultivating relationships with professional advisors.

Qualifications

- To be eligible for this role, you must have a Bachelor's degree and at least 7 years of relevant experience in the trust business.
- You should have in-depth knowledge of fiduciary products and services, as well as legal, tax, and regulatory requirements applicable to fiduciary relationships.
- A comprehensive understanding of trust law, gifting techniques, and taxation is also required.
- An MBA or other advanced degree is preferred, and a JD is highly desirable.
- Knowledge of internal procedures involving distributions, account maintenance, and investment systems is a plus.

Salary and Benefits

- The salary for this position is competitive and based on experience.
- We also offer a comprehensive benefits package, including health, dental, vision, life and disability insurance, and a 401(k) retirement plan.

Join Our Team

- If you have a passion for trust and estate services and the necessary qualifications and experience, we invite you to apply for the position of Trust Officer VP at . Morgan's Wealth Management Solutions, Trust & Estates department.
- As a trusted and established global financial services firm, we are committed to providing our clients with the best possible service and are looking for capable individuals to join our team.

Legal