This job listing has expired and the position may no longer be open for hire.

Trust Officer at Brown Brothers Harriman in Wilmington, Delaware

Posted in Other 30+ days ago.

Type: Full Time





Job Description:

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client's financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Join us as a Trust Officer
Brown Brothers Harriman is currently recruiting a Trust Officer to join our Trust Company. In this role you will coordinate and administer trust accounts for various clients. This position interacts with clients, accountants, attorneys and other intermediaries, as a point of contact for the book of business. The Trust Officer identifies and communicates types of tax planning vehicles and reviews fiduciary income tax returns. This position also oversees and manages the activities of Trust Administrators.

Some of your key responsibilities include:
Monitor and Controls
- Maintain complete records, including supporting documentation for discretionary distribution and payments and prepare annual administrative reviews
- Review document drafts (trusts, wills, releases, accountings) prepared by external counsel prior to execution

Client Interface
- Serve as a point of contact for book of business, speaking directly with clients, accountants, attorneys and other intermediaries
- Communicate intermediate to complex trust and estate concepts to colleagues, co-trustees and beneficiaries
- Assist Relationship Managers on advising clients of financial products available and appropriate for trust

Portfolio Accounting
- Demonstrate experience with Sungard or other trust accounting systems
- Prepare payment instructions and supervise input requests for client payments and transfers
- Evaluate and make decisions related to distribution requests

Technical/Tax Expertise
- Identify and communicate types of tax planning vehicles
- Participate in meetings with Wealth Planners and Senior Trust Officers
- Review Fiduciary Income Tax returns and Accounting

Qualifications:
- 5 to 10 years of relevant experience
- Bachelor's degree or equivalent work experience, required
- JD or other advanced degree, preferred
- Knowledge of trust estates and tax laws
- Strong marketing and communications skills
- Experience with Sunguard or other trust accounting systems
- Ability to identify and communicate tax planning vehicles
- 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.
- Knowledge of BBH policies and compliance guidelines
- Experience with Microsoft Office products, particularly Excel and Word

What We Offer:
- A collaborative environment that enables you to step outside your role to add value wherever you can
- Direct access to clients, information and experts across all business areas around the world
- Opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm
- A culture of inclusion that values each employee's unique perspective
- High-quality benefits program emphasizing good health, financial security, and peace of mind
- Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
- Volunteer opportunities to give back to your community and help transform the lives of others

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.
Full time

Wilmington.


More jobs in Wilmington, Delaware

Other
about 2 hours ago

AstraZeneca
Other
about 2 hours ago

AstraZeneca
Other
about 2 hours ago

AstraZeneca
More jobs in Other

Other
1 minute ago

Lytx, Inc.
Other
2 minutes ago

Quantum
Other
2 minutes ago

Lytx, Inc.