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 dynamic 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 an experienced Relationship Associate / Trust Administrator to serve as a critical member of our Wilmington, DE market team when it comes to trust administration and providing Trust Officer and Manager support.

What are the ongoing responsibilities of a Senior Performance Analyst:

Trust Administration –

• Manage cash balances to prevent overdrafts; act as cash manager for and coordinate with Portfolio Manager on raising cash to cure overdrafts.

• Ensure data on trust summary sheets is accurate and up to date.

• Prepare Discretionary Action Memorandums and arrange for beneficiary distributions.

• Arrange for the timely payment of trust expenses.

• Work with outside tax preparers to ensure tax filings and payments are timely made. Obtain tax documents, as applicable.

• Facilitate and implement investment and/or distribution directions.

• Arrange for the funding of trust accounts in facilitating payment of expenses and distributions.

• Participates in annual account reviews.

• Assists in remediation efforts and with special projects.

• Maintains solid working knowledge of internal policies/procedures regarding fiduciary and administrative issues.

• Demonstrates solid ability to interpret and apply terms of governing instrument.

Client Service –

• Provide excellent client service to internal partners and high-net-worth (HNW) clients.

• Manage all follow-up and/or ongoing client service deliverables. 

• Communicate with other areas within the company (Legal, Marketing, Operations, Investment Management, Estate Administration, Compliance, Account Services) to meet deliverables.

• Support Trust Officers on various types of client service matters.

What ideal qualifications, skills & experience would help someone to be successful?

Education and Experience:

• Bachelor’s Degree or equivalent work experience

• 2+ years’ trust experience required. Must have experience in trust administration

• Completion of Trust school (e.g. Cannon Trust School) a plus

• CTFA a plus but not required

• Understanding of investments, trust, and estates

• Proficient with SEI / Global Plus or other trust accounting software

Knowledge, Skills, and Abilities:

• Strong oral and written communication skills

• Detail-oriented with the ability to multi-task and meet deadlines

• Strong organizational skills 

• Ability to work in a team-oriented environment 

• Strong interpersonal skills with the ability to interact with internal partners

• Proficiency with Microsoft Word, Excel and PowerPoint

• Effectively handles various projects, prioritizing appropriately

• Self-starter with the ability to be persistent in solving problems.

​Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being