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Delaware Trust Officer II (Delaware TO II), Wilmington -
The Delaware Trust Officer II (Delaware TO II) maintains a trust book of fiduciary and investment management accounts. The Delaware TO II works closely with national Private Bank and ML Financial Advisors teams to achieve strategic objectives of the Private Wealth Management markets overall. The Delaware
TO II's primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. The Delaware TO II works with the Private Client Advisors/Client Team or ML Financial Advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in the markets. Responsible for the Delaware TO II book, management of fiduciary risks and trust policy adherence. Must have the ability to partner effectively.
CTFA preferred.
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees: participation in a work from home posture does not make you eligible to post.
Shift:
1st shift (United States of America)Hours Per Week:
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