Associate Trust Officer
📋 Role Overview & Responsibilities
About Rockefeller Capital Management
Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.
Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets.
Position
The Associate Trust Officer specializes in supporting Senior Trust Officers in the management and administration of trusts. This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division.
Responsibilities
Assists Senior Trust Officers in managing trust and estate client relationships Manages the assets and income of trusts in accordance with trust or estate planning objectives Responsible for applying the provisions of trusts consistent with applicable statutes and regulations as well as meeting KYC, AML, and other regulatory compliance standardsInterface regularly with Private Advisors and clients
Qualifications
Bachelor's Degree 3-6 years of experience in fiduciary or trust field Experience with trust and estate administration for high net worth or ultra-high net worth individuals preferred CTFA a plus
Skills
In depth product knowledge of fiduciary concepts and legal policies related to trust administration Excellent communication and presentation skills Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook) Strong attention to detail with excellent analytical skills High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Frequently Asked Questions
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This position is located in Wilmington, DE with potential relocation and sponsorship assistance depending on candidate qualifications.
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