What are the responsibilities and job description for the Senior Trust Officer position at Brown Brothers Harriman & Co.?
At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.
Join us as a Senior Trust Officer
Brown Brothers Harriman is currently looking for a Senior Trust Officer to join our National Trust Company in our Wilmington, Delaware office. The team consists of 20 professionals that administer over $4 billion in trust assets for ultra-high net worth clients for the Private Bank. In this role, you will be responsible for managing a book of sophisticated trust relationships with the support of administrators, and you will work closely with clients, prospects, advisers, and the relationship management team to provide superior client service.
Some of your key responsibilities include :
Trust Administration
- Work with wealth planners and relationship management team to ensure the proper administration of a book of sophisticated trust accounts.
- Responsible for overseeing all aspects of trust administration for a book of accounts, from account opening, funding, distributions, investments, account closing, etc.
- Prepare memos for discretionary actions (e.g., distributions, special investments) and present to the Trust and Investment Committee
- Review governing instruments (e.g., trusts, wills) and prepare trust summaries as part of the initial review and onboarding process; coordinate with client and advisers on execution and funding of trust, including working with predecessor trustees as applicable
- Oversee all trust-related transactions (e.g., sales, loans), coordinating with the client and advisers to ensure transaction documents are reviewed and approved internally
Client Relationship Management
Leadership and Development
Qualifications
This role is based in our Wilmington location and is a hybrid role, with three days per week in office.
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.
About BBH :
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
