Senior Personal Trust Officer Position Available In Palm Beach, Florida

Senior Personal Trust Officer
Piper Companies is looking for a Senior Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid opportunity in West Palm Beach, FL. Responsibilities of the

Senior Personal Trust Officer:

Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.
Review of all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting, and all other aspects of each trust.
Interact with Financial Advisors and clients in defining goals and objectives, working along with the Investment Officer to establish the appropriate asset allocation and review and approve portfolio changes in trusts involving more complex situations or complex assets. Qualifications for the

Senior Personal Trust Officer:

5-7 years of personal trust administration experience. CTFA preferred.
Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Provide efficient service to internal partners and external clients.
Partner with other functional areas to accomplish objectives.
Attend to details while maintaining a big-picture orientation.
Understanding of various types of investments and strategies.
Interpret and apply policies and identify and recommend changes as appropriate.
Work with minimal oversight, make non-routine decisions, and bring complex problems to management for guidance.
Communicate effectively, both orally and in writing, with all organizational levels.
Active involvement in related professional organizations.
Bachelor’s degree in finance or accounting, or equivalent experience. Compensation for the

Senior Personal Trust Officer:

$120K-$140K
Bonus eligibility
Hybrid work schedule
Comprehensive benefit package: Medical, Dental, Vision, 401k, PTO. Sick leave as required by law. This job opens for applications on 6/12/25. Applications for this job will be accepted for at least 30 days from the posting date. Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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Dice Id:

10430981

Position Id:

143654