Trust Officer (Fintech)

Location: In office in Wilmington, Delaware; New York, New York; or Las Vegas, Nevada, US

Starting base salary: $111,408–$189,738 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, wealth management, and trust services.

What you will do

• Administer and interpret estate, personal, charitable, conservatorship, guardianship, life insurance, special needs, and other fiduciary accounts.
• Review prospective trust and investment business for legal, administrative, documentation, and risk requirements.
• Conduct annual account reviews, verify forms and transactions, maintain tax calendars, and coordinate tax payments and deficiency notices.
• Analyze cash requirements, distributions, reconciliations, fees, gain/loss reports, and account termination procedures.
• Coordinate with bankers, portfolio managers, attorneys, CPAs, advisors, property managers, tax vendors, clients, and beneficiaries.
• Escalate fiduciary matters for committee review, support investment strategies, manage risk, and resolve client and partner issues.

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.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Compliance with applicable fiduciary, banking, wealth management, and regulatory requirements, including Bank Secrecy Act, Know Your Client, Regulation 9, CRA, and Fair Lending practices.

Nice to have

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

Culture & Benefits

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