Job Description:

The Role

Due to growth in our business, Fidelity Personal Trust Company seeks a Trust Officer.

The Trust Officer is an integral member of the Personal Trust Administration team. The team provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. With the help of a dedicated Trust Administrator, the Trust Officer is responsible for all facets of trust administration and relationship management for their assigned relationships.

The Expertise and Skills You Bring 8 years of trust administration experience with a Bachelor's degree or 6 years with an advanced degree experience (JD, MBA or CPA) Solid understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services required. Expertise in trust administration and knowledge of trust services required. CTFA preferred. Handling a sophisticated book of business, including workflow for Trust Administrator Ensuring account activity aligns with trust document, applicable law, and internal procedures. Recommending action on fiduciary decisions related to trust administration. Providing estate and tax expertise as necessary Understanding and helping clients with sophisticated financial situations Thinking strategically and tactically Working independently and as part of a team Strong ability to collaborate with business partners at all levels within the Fidelity organization. Managing client relationships to maintain client satisfaction and retain business. Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries. The Team

Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company’s trust administration expertise. We take phenomenal pride in building strong and lasting relationships with our customers, providing sound fiduciary mentorship, and delivering an outstanding customer experience.

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