Posted:
6/12/2025, 5:00:00 PM
Location(s):
Wilmington, Delaware, United States ⋅ Delaware, United States
Experience Level(s):
Senior
Field(s):
Finance & Banking
Workplace Type:
Hybrid
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.
Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.
Fiduciary Trust International is hiring a Senior Trust Officer to join its Wilmington, DE office. This position is eligible for a hybrid work schedule (partial work from home).
Administer discretionary trust and directed trust accounts while remaining current on relevant laws, issues and topics.
Respond to various client requests for wire transfers, discretionary payments, currency transactions, bill paying, deliveries/receives, gifts, contributions, acquisitions, and sales.
Ensure transactions are in compliance with the trust agreement and state laws.
Serve as a point of contact for client and intermediary with accountants, attorneys, and other trusted advisors.
Coordinate with tax department concerning tax issues arising during the course of the trust administration process.
Review daily overdraft report to determine how to cure income overdrafts. Coordinate with Portfolio Manager to raise cash to cure principal overdrafts.
Handle termination of trusts in coordination with our Trust Counsel, Investment Department, Tax Departments, and other parties as necessary.
Oversee the new account opening process from KYC to final funding; this included analyzing relevant documents to determine missing legal documentation requires for compliance purposes.
Manage and oversee, large complex client relationships that include trusts, family limited partnerships, GRATs and foundations.
Bachelor’s degree or equivalent experience required
CTFA and JD preferred but not required
10+ years of previous trust administration experience, including -
Detailed understanding of Delaware law required
Experience managing Delaware directed trusts with complex structures required
Knowledge of personal trust law and administration required
International trust administration experience preferred but not required
Excellent verbal and written communication skills
Strong attention to detail with the ability to perform multiple tasks in a fast-paced environment
Previous experience working in a small team environment
Learn More: Click below links to learn more about Fiduciary Trust International –
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $148,000 - $175,000, depending on level of relevant experience, plus discretionary bonus.
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Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Website: https://leggmason.com/
Headquarter Location: Baltimore, Maryland, United States
Employee Count: 1-10
Year Founded: 1899
Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Funding Platform ⋅ Insurance