Piper Companies is looking for a Corporate Trust Officer for an established trust company. This is a full-time/permanent position with a hybrid schedule (3 days on-site in Wilmington, DE).

QUALIFICATIONS:

• 5+ years of experience in Retirement and Institutional Trust Custody administration.
• Skilled in applying fiduciary standards and ERISA regulations to ensure client compliance.
• Adaptable and detail-oriented, able to manage shifting priorities and meet tight deadlines in a dynamic environment.
• Solid understanding of diverse investment types and financial strategies.
• Capable of interpreting policies and recommending procedural improvements.
• Operates independently, exercises sound judgment and escalates complex issues when needed.
• Bachelor’s degree in Finance, Accounting, or related field.
  

• Responsible for all aspects of institutional trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.
• Review of all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting, and all other aspects of each trust.
• Interact with Financial Advisors and clients in defining goals and objectives, working along with the Investment Officer to establish the appropriate asset allocation and review and approve portfolio changes in trusts involving more complex situations or complex assets.