Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Due to growth in our business, Fidelity Personal Trust Company seeks a Trust Officer.
The Trust Officer is an integral member of the Personal Trust Administration team. The team provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. With the help of a dedicated Trust Administrator, the Trust Officer is responsible for all facets of trust administration and relationship management for their assigned relationships.
College degree or equivalent with 8 years of professional experience
6+ plus years of trust administration experience and trust services
Solid understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services required.
Advanced Degree/Designation (JD, MBA, or CPA) considered but not required.
CTFA preferred.
Managing a sophisticated book of business, including workflow for Trust Administrator
Ensuring account activity complies with trust document, applicable law, and internal procedures.
Recommending action on fiduciary decisions related to trust administration.
Providing estate and tax expertise as necessary
Understanding and helping clients with sophisticated financial situations
Thinking strategically and tactically
Working independently and as part of a team
Strong ability to collaborate with business partners at all levels within the Fidelity organization.
Managing client relationships to maintain client satisfaction and retain business.
Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries.
Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company’s trust administration expertise. We take phenomenal pride in building strong and lasting relationships with our customers, providing sound fiduciary mentorship, and delivering outstanding customer experience.
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
