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SF
Hybrid Director, Regional Fiduciary Officer
Posted last month
About the role
- Fiduciary Officer supporting new and existing trust business at Fidelity Personal Trust Company. Reviewing legal documents, ensuring compliance, and providing fiduciary guidance.
Responsibilities
- Works with our Regional Trust Specialist (RTS) and trust administration teams, supporting new and existing trust business
- Reviews trust documents for prospects interested in naming FPTC as trustee
- Ensures that existing trust relationships are being administered pursuant to applicable laws and regulations
- Monitors FPTC’s policies and procedures
- Drafts settlement agreements, releases, and other documentation with the guidance of Fidelity’s legal department
- Develops and presents fiduciary trainings
- Works with other groups within FPTC to creatively solve problems that affect FPTC’s trusts
Requirements
- J.D. required with 10 + years of professional experience
- 6 + years estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust company/bank, or in the financial services industry
- CTFA, CFP or LLM designations a plus
- Experience with complex trust and estate planning documents, income and principal accounting, personal and trust taxation, investments, trust and estate law, estate planning, retirement, and the laws and regulations that govern each
- Strong legal research and drafting background
- Intellectually curious with an ability to think analytically, strategically, and tactically
- Excellent written and verbal communication skills
- Proven creative problem resolution
Benefits
- Health insurance
- 401(k) matching
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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