Senior Trust Officer
Greenville, DE
The Senior Trust Officer will partner with Client Centric Team leadership to help guide the overall Greenleaf Trust Delaware office while also serving as the Trust Officer on select relationships to help meet client objectives which will include: managing all non-investment aspects of assigned client relationships, including but not limited to, discretionary distributions, tax oversight, fiduciary oversight, beneficiary communication and coordination with other team members when serving as Delaware trustee, agent and/or custodian of accounts.
The Senior Trust Officer will employ strong consultative selling skills to grow Greenleaf Trust’s Delaware practice while providing well thought-out and creative solutions and excellent client service.