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6 days
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$55.67/hr - $95.42/hr (Estimated)
<p>Piper Companies is hiring an Institutional Trust Officer to join a growing, well-established trust company in Wilmington, DE. This is a great opportunity for someone with strong trust administration or retirement plan experience looking to take on a client-facing, fiduciary-focused role.</p> <p>Responsibilities for the Institutional Trust Officer</p> <ul> <li>Manage trust accounts (retirement plans, foundations, escrows) from setup to termination </li><li>Serve as a primary contact for clients, recordkeepers, and advisors </li><li>Ensure compliance with ERISA and fiduciary policies </li><li>Review trust docs, process distributions, and complete annual account reviews </li><li>Handle internal records, reports, and payment processing </li><li>Help evaluate new business opportunities with a fiduciary lens </li></ul> <p>Qualifications for the Institutional Trust Officer</p> <ul> <li>Bachelor's degree + 5 years' experience in institutional trust, custody, or retirement plan admin </li><li>Knowledge of ERISA, trust/fiduciary rules, and investment basics </li><li>Strong communication, problem-solving, and client service skills </li><li>Organized and detail-oriented, with solid Excel and system experience </li><li>Able to juggle multiple priorities in a fast-paced environment </li></ul> <p>Compensation for the Institutional Trust Officer</p> <ul> <li>Type: Full-time, permanent </li><li>Salary: $100,000-$150,000 (Plus Bonus) </li><li>Requires onsite availability 3 days per week in Wilmington, DE </li><li>Benefits: Medical, Dental, Vision, 401K, PTO, Holidays </li></ul> <p>Application Period: This position opens for applications on 12/9/2025 and will remain open for a minimum of 30 days from the posting date.</p> <p>Keywords: Institutional Trust Officer, Trust Administration, Fiduciary Services, Retirement Plan Administration, Escrow Accounts, Endowments & Foundations, ERISA Compliance, Custody Services, Client Relationship Management, Trust Operations, Benefit Distributions, Investment Documentation, Account Reviews, Financial Services, Trust Compliance</p> <p>#LI-JM1 #LI-HYBRID</p>
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