Top 19 Trust officer Jobs in Southport Nc

Trust Officer
Brown Brothers Harriman —Wilmington, NC
- Full-time
- Microsoft Excel
- 5 years
- Office
Budget Officer
City of Wilmington, NC —Wilmington, NC
- $116,351.56 - $148,348.20 a year
- Weekends as needed
- Ability to walk for extended periods
- Data analysis skills
- Public speaking
- Paid parental leave
- Health savings account
Associate Underwriter, SBB
Live Oak Bank —Wilmington, NC
- $56,540 - $92,520 a year
- Full-time
- Customer service
- Mid-level
- Analysis skills
- Paid sick time
6d
Analyst, Sponsor Finance
Live Oak Bank —Wilmington, NC
- $71,960 - $113,080 a year
- Full-time
- Customer service
- Mid-level
- Bachelor's degree
- Paid sick time
5d
Security Officer
Securitas Security Services —Wilmington, NC
- Full-time
- Hospitality
- No experience needed
- Food service experience
- Paid holidays
- Disability insurance
Associate Special Assets Officer, SBB
Live Oak Bank —Wilmington, NC
- $71,960 - $113,080 a year
- Full-time
- Mid-level
- 3 years
- Driver's License
- Paid sick time
17h
Special Assets Officer, Bankruptcy
Live Oak Bank —Wilmington, NC
- $71,960 - $113,080 a year
- Full-time
- Driver's License
- Bachelor's degree
- Travel
- Paid sick time
Senior Managing Director, Financial Crimes Risk Management
Live Oak Bank —Wilmington, NC
- $221,020 - $292,980 a year
- Full-time
- 5 years
- Finance
- Analysis skills
- Paid sick time
6d
FLEX Security Officers - $20/hour
Sunstates Security —Wilmington, NC
- $20 an hour
- Urgently hiring
- Customer service
- High school diploma or GED
- Communication skills
- Paid holidays
- Health insurance
Sales Training Program – Reverse Mortgage Loan Officer
Mutual of Omaha Mortgage —Wilmington, NC
- From $100,000 a year
- Full-time
- Entry level
- Paid holidays
- Health insurance
Quick Apply
FT Security Officer - 2nd Shift - $16/hr
Sunstates Security —Wilmington, NC
- $16 an hour
- Urgently hiring
- Customer service
- High school diploma or GED
- Communication skills
- Paid holidays
- Health insurance
FT Security Officers - 2nd & 3rd Shift - $16/hr
Sunstates Security —Wilmington, NC
- $16 an hour
- Urgently hiring
- Customer service
- High school diploma or GED
- Communication skills
- Paid holidays
- Health insurance
Financial Advisor - Career Changers Welcome
Northwestern Mutual - Wilmington —Wilmington, NC
- $70,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Profit sharing
- Health insurance
Quick Apply
2d
Insurance Agent with Support
Northwestern Mutual - Wilmington —Wilmington, NC
- $84,000 - $95,000 a year
- Full-time
- Business development
- Bachelor's degree
- Children
- Health insurance
- Dental insurance
Quick Apply
2d
Director of Nursing, Neuro
Novant Health —Wilmington, NC
- Acute care
- Nursing
- RN License
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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trust officer jobs near southport nc

Trust Officer

Brown Brothers Harriman -
Wilmington, NC

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Job Details

Full-time

Qualifications

Investment
Accounting systems
Bachelor's degree
Relationship management
Productivity software
Estate planning

Full Job Description

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

The Trust Officer coordinates and administers trust accounts for various clients of Brown Brothers Harriman (“BBH”) for which Brown Brothers Harriman Trust Company of Delaware, N.A. serves as trustee or as co-trustee. This position interacts directly with BBH relationship teams, BBH clients, accountants, trusts & estates attorneys and other intermediaries as a point of contact for a defined book of business. In addition to the responsibilities provided below, the Trust Officer oversees the development of, and manages the activities of, Trust Administrators.

If you are looking to build on a strong foundation of trust administration with an established Delaware trust company, please introduce yourself by submitting your resume.

Key responsibilities include:

Taking primary responsibility and ownership for a diverse book of trust accounts with support from a Senior Trust Officer and/or Trust Company Management.
Understanding and helping BBH clients with sophisticated financial situations in collaboration with relationship management teams.
Ensuring that all aspects of trust administration are completed accurately, on a timely basis, and in accordance with fiduciary standards and BBH policies and procedures.
Partnering with internal teams such as legal, tax, risk, and operations, along with external advisors including attorneys and CPAs to ensure proper handling, compliance, and reporting.
Working with the internal tax team to ensure that all information needed for the preparation of fiduciary income tax returns is available, and reviewing fiduciary income tax returns prepared externally.
Preparing discretionary action memoranda, for presentation to an internal trust committee, for distributions, investments, and other discretionary actions of BBH in its capacity as trustee.
Participating in client meetings and prospect meetings with Relationship Managers and Wealth Planners to explain the role of BBH as trustee in general and the active role of a Trust Officer for an existing or prospective relationship.
Communicating complex trust, estate, and private asset concepts in a clear and practical manner to clients, co-fiduciaries, and beneficiaries.
Providing guidance, oversight and supervision to a Trust Administrator supporting the book of trust accounts.
Acting as an internal resource for colleagues, including the coordination of and participation in office training and the communication of best practices related to trust administration.
Demonstrating a working knowledge of the interpretation and practical application of trust and estate document provisions and communicating complex trust and estate concepts to colleagues, co-fiduciaries and beneficiaries.
Reviewing document drafts (trusts, wills, releases, trustee succession instruments, modification instruments, accountings, promissory notes, etc.) prepared internally or by external counsel prior to execution.

Qualifications:

5 to 10 years of relevant experience in trust administration
Bachelor’s degree required
CTFA or CFP preferred; advanced degree/designation, such as JD or MBA, considered but not required
Strong experience in dealing directly with high net worth clients and their advisors
Strong analytical skills and strong communication skills
Detailed understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services
Strong working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration
Experience with customer relationship management software, SunGard/FIS or other trust accounting systems
Experience with Microsoft Office products, particularly Excel and Word

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Apply Now

Refine Your Search

trust officer jobs in southport nc

Trust Officer

Budget Officer

Associate Underwriter, SBB

Analyst, Sponsor Finance

Security Officer

Associate Special Assets Officer, SBB

Special Assets Officer, Bankruptcy

Senior Managing Director, Financial Crimes Risk Management

FLEX Security Officers - $20/hour

Sales Training Program – Reverse Mortgage Loan Officer

FT Security Officer - 2nd Shift - $16/hr

FT Security Officers - 2nd & 3rd Shift - $16/hr

Financial Advisor - Career Changers Welcome

Insurance Agent with Support

Director of Nursing, Neuro

Relationship Manager – Private Wealth & Tax Solutions

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