Trust Officer (Trust Administration)

Location: Wilmington, United States

Company

hirify.global is a global financial services firm providing investor services, wealth management, specialist expertise, and technology solutions.

What you will do

• Coordinate and administer a diverse book of trust accounts where BBH serves as trustee or co-trustee.
• Act as a primary point of contact for clients, relationship teams, attorneys, accountants, CPAs, and other intermediaries.
• Ensure trust administration, compliance, reporting, and fiduciary activities are completed accurately and on time.
• Prepare discretionary action memoranda for distributions, investments, and other trustee actions.
• Review trusts, wills, releases, trustee succession instruments, accountings, promissory notes, and other legal documents before execution.
• Guide and supervise Trust Administrators and share trust administration best practices through training.

Requirements

• 5–10 years of relevant experience in trust administration.
• Bachelor’s degree required.
• Direct experience serving high-net-worth clients and their advisors.
• Strong analytical, communication, and client relationship skills.
• Detailed knowledge of trust and estate law, personal and trust taxation, estate planning, investments, and fiduciary administration.
• Experience with CRM software, SunGard/FIS or other trust accounting systems, Microsoft Excel, and Microsoft Word.

Nice to have

• CTFA or CFP certification.
• Advanced degree or designation such as JD or MBA.

Culture & Benefits

• Partnership-oriented environment focused on long-term client and employee relationships.
• Collaborative culture that encourages knowledge sharing, debate, and cross-functional contribution.
• Mentoring and guidance from experienced leaders.
• Support for professional, personal, physical, and financial well-being.
• Commitment to diversity and equal employment opportunity.