Assistant Trust Officer, Associate or Vice President (Private Wealth Management)

Location: Wilmington, DE, United States; position based in the Wilmington, Delaware office.

Company

hirify.global is a global investment banking, securities, and investment management firm; its Trust Company provides trust, estate, and charitable administration services to ultra-high-net-worth clients across the United States.

What you will do

• Administer a book of fiduciary accounts while maintaining high service and fiduciary standards.
• Interpret trust and related documents, consulting senior staff and internal or external counsel as needed.
• Prepare regulatory reviews and discretionary distribution requests.
• Coordinate tax preparation with the tax compliance service provider.
• Coordinate investment activities with Trust Company investment officers and Private Wealth Advisors.
• Manage client coordination, attend meetings and calls, support marketing efforts, and interact with clients’ attorneys and advisors.

Requirements

• Bachelor’s degree required; a law degree is a strong advantage.
• 0–5+ years of experience administering trusts and/or estates.
• Strong verbal and written communication, organizational, and interpersonal skills.
• Ability to work in a fast-paced environment, think clearly under pressure, and operate autonomously while collaborating effectively.
• High level of integrity and commitment to excellence.
• Knowledge of Regulation 9, estate planning, and fiduciary investment processes is helpful.

Nice to have

• CTFA designation.
• Law degree.
• Experience with Regulation 9 requirements and estate-planning concepts.

Culture & Benefits

• Training and professional development opportunities.
• Firmwide networks and opportunities for professional and personal growth.
• Benefits, wellness, personal finance, and mindfulness programs.
• Reasonable accommodations are available during the recruiting process.