Trust Officer (Finance)

Location: In office at 400 Park Avenue, New York, New York, US 10022

Salary: $122,548–$208,711 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services institution and a subsidiary of Royal Bank of Canada, providing banking and wealth management services.

What you will do

• Administer and interpret estate, personal, charitable, conservatorship, guardianship, life insurance, private foundation, special needs, and other fiduciary accounts.
• Conduct legal, administrative, and risk reviews of prospective trust and investment business.
• Partner with bankers, portfolio managers, financial advisors, attorneys, CPAs, tax vendors, and other internal and external stakeholders.
• Oversee annual account reviews, documentation, transactions, reconciliations, fee agreements, tax payments, and beneficiary distributions.
• Develop investment strategies, manage fiduciary discretion requests, and oversee asset distributions when accounts terminate.
• Respond to clients and intermediaries, resolve escalated issues, track new business, and support trust-market development.

Requirements

• Bachelor’s degree or equivalent.
• At least 8 years of experience in a financial or legal services organization.
• At least 8 years of experience in trust administration.
• Working knowledge of Microsoft Word, Excel, and PowerPoint.
• Ability to comply with wealth management policies, fiduciary regulations, Regulation 9, Bank Secrecy Act, Know Your Client, CRA, fair lending, and other regulatory requirements.

Nice to have

• 10 years of experience in trust administration.
• JD, LLM, or another legal designation or degree.
• Trust Certificate and/or CTFA completion.

Culture & Benefits

• Medical, dental, and vision coverage available from the first month following the start date.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time.
• Health and family planning benefits, including fertility support and specialized health programs.
• Colleague resource groups and career mobility support.