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).

What are the primary responsibilities of a Senior Trust Officer? 

• 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.

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

• 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 –

• Fiduciary Trust International LinkedIn Company Page
• The Story of 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 devel