Personal Trust Officer

Piper Companies is looking for a Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in West Palm Beach, FL

Responsibilities for the Personal Trust Officer

· Responsible for all aspects of 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.

Qualifications for the Personal Trust Officer

· 5-7 years of personal trust administration experience. CTFA preferred.

· Demonstrate efficiency and flexibility i...