Top 6 Senior financial consultant Jobs in Delaware

Senior Trust Officer – Estate & Trust Settlement
The MOHR Enterprises LLC —Wilmington, DE
- $130,000 - $145,000 a year
- 7 years
- Office
- Bachelor's degree
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Senior Trust Officer, Vice President - Wilmington, DE
Goldman Sachs —Wilmington, DE
- 7 years
- Office
- Business development
- Disability insurance
- Health insurance
Sr. Relationship Advisor
Northern Trust Corp. —Wilmington, DE
- Full-time
- 11+ years
- Business development
- Analysis skills
Senior Trust Officer
JTC Group —Wilmington, DE
- Finance
- Business development
- Bachelor's degree
Senior Personal Trust Officer
SEI Investments —Wilmington, DE
- Full-time
- Office
- Senior level
- Leadership
- Commuter assistance
- Paid parental leave
12d
Senior Trust Relationship Officer, Team Lead - Delaware
Greenleaf Trust —Greenville, DE
- Full-time
- 7 years
- Office
- Business development
- Retirement plan
Quick Apply

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Senior Trust Officer – Estate & Trust Settlement

The MOHR Enterprises LLC
Wilmington, DE

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Job Details

$130,000 - $145,000 a year

Qualifications

Estate administration
Accounting systems
7 years
Internal controls
CTFA
Account maintenance
Tax law
Regulatory compliance
Operations coordination planning
Managing client accounts
Bachelor's degree
Fiduciary duties
Financial regulatory audit coordination
Probate process support
Overseeing audit functions
Senior level
Regulatory audits
Risk & issue management
Achieving project delivery timelines
Transaction reconciliation
Account opening
Regulatory compliance management
Documentation reviews
Wills, trusts & estate law

Full Job Description

Senior Trust Officer – Estate & Trust Settlement
Wilmington, DE | $130,000–$145,000 base + 12% bonus (can go higher for the right experience)
Schedule: Hybrid | Monday–Friday

The Role
We’re partnering with a boutique fiduciary firm in Milwaukee that’s growing its estate and trust settlement practice. They need a Senior Trust Officer who can own complex administrations end-to-end—calm execution, sharp document interpretation, and strong judgment—while serving as the steady point person for beneficiaries, attorneys, and internal trust operations.

This is for someone who’s not just “maintaining accounts,” but can drive settlement timelines, keep everything compliant, and handle sensitive family dynamics with professionalism.

What You’ll Own

Lead the relationship and administration for a portfolio of trust accounts and estate settlement matters
Run end-to-end trust administration (account opening, maintenance, and closing) with accuracy and clean documentation
Manage estate and trust settlement workflows, including probate coordination and beneficiary communication
Interpret trust documents and apply fiduciary principles correctly to decisions, distributions, and administration actions
Own annual account reviews, including fee processing, distribution activity, and administration planning
Partner with trust accounting/ops to ensure reconciliations, reporting accuracy, and audit-ready files
Handle audits, reconciliations, and regulatory inquiries with strong controls and responsiveness
Apply working knowledge of estate-related tax considerations as they impact settlement and administration
Identify risk early, prevent problems, and manage sensitive situations with discretion and confidence

What They Want to See

7+ years of trust administration experience
Strong experience with estate and trust settlement processes
Working knowledge of fiduciary principles and trust operations (must-have)
Experience administering accounts end-to-end (opening, maintenance, closing)
Experience with annual account reviews, fee processing, and distributions
Ability to interpret trust documents and apply them accurately
Experience handling audits, reconciliations, and regulatory inquiries
Familiarity with probate processes and estate workflows
Working knowledge of estate-related tax considerations
Proficiency in trust accounting and administration systems
Bachelor’s degree or equivalent experience
CTFA preferred

Why This One’s Worth a Look

High-trust, high-touch work where your judgment and execution actually matter
Strong compensation with real bonus upside (proven history of paying above target)
Boutique environment = more ownership, less bureaucracy
Stable book of business and meaningful work guiding families through complex settlement situations

#LI-FT1
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [email protected]

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senior financial consultant jobs in delaware

Senior Trust Officer – Estate & Trust Settlement

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Senior Trust Officer, Vice President - Wilmington, DE

Sr. Relationship Advisor

Senior Trust Officer

Senior Personal Trust Officer

Senior Trust Relationship Officer, Team Lead - Delaware

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