Franklintempleton

Trust Officer

New York, New York, United States of America

Sponsorship not specified$120k-$145kDetected 30 days ago

Business DevelopmentAccountingExcelCommunicationMicrosoft Office

About the role

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations.
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.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

Work in close coordination with Trust Officers, Relationship Managers, and Portfolio Managers to provide industry-leading client service and financial advice.
Understanding of complex estate planning structures (e.g. GRATs, Private Foundations, Family Limited Partnerships, estates).
Administer trust accounts while remaining current on relevant laws, issues, and topics.
Oversee client requests including discretionary distributions, bill pay, asset transfers, gifts, contributions, acquisitions, and sales.
Coordinate with tax department on client tax issues.
Handle termination of trusts in coordination with our Trust Counsel
Oversee the new account process from prospect to account funding including analyzing relevant documents to determine legal documentation required for compliance purposes.
CTFA or advanced degree preferred

Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.
We expect the base salary for this position to range between $120,000 - $145,000 depending on level of relevant experience, plus discretionary bonus.

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.
We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
We understand that benefits are at the core of employee well-being and may vary depending on individual needs.
Learn more about the wide range of benefits we offer at Franklin Templeton
Ask your recruiter about benefits in your country.
Most benefits vary by location.

Franklin Templeton is an Equal Opportunity Employer.
In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for.
Please note that only accommodation requests will receive a response.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com.

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