Brown Brothers Harriman · 5 months ago
Fiduciary Specialist
Wilmington
Full-time
Onsite
Mid, Senior Level
5+ years expBrown Brothers Harriman (BBH) is a premier global financial services firm known for its partnership approach to client management. The Fiduciary Specialist coordinates and administers trust accounts for various clients, ensures accurate record maintenance, and prepares estate planning documents while supporting the administrative functions of the team.
BankingFinancial ServicesSecurity
Responsibilities
Open and close accounts for clients, including preparation of checklists
Prepare outlines of estate planning documents for review by in house counsel
Coordinate and administer trust accounts for various clients both in a support role and on a separate book of business
Monitor account transactions, including daily review and correction of overdrafts, automatic deposits, and weekly review of standing remittances
Maintain complete records, including supporting documentation for discretionary distribution and payments
Maintain client contacts and work with Administrative Assistant to keep CRM up to date
Prepare discretionary distribution memoranda for review by Trust Officer
Review document drafts, prepared by external counsel, prior to execution including trusts, wills, releases, and accountings
Prepare annual administrative account reviews
Respond to internal and external requests for information
Serve as a primary point of contact for book of business owned by Trust Officers., as well as personal book
Communicate basic trust and estate concepts to colleagues, co-trustees, and beneficiaries
Assist Trust Officers with business development, as appropriate
Attend meetings with clients from personal book on own or in partnership with Relationship Managers
Prepare payment instructions and supervise input requests for client payments and transfers
Evaluate distribution requests with Senior Trust Officers
Demonstrate a working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration
Work independently on book of accounts and support Trust Officers on their book of business
Oversee the Administrative Assistant on the payment process and assignment of projects as required
Lead departmental projects, as needed
Qualification
Required
Bachelor's degree and 5+ years of relevant work experience OR Advanced degree and 2+ years of relevant work experience
Ability to independently interpret legal documentation
Strong interpersonal skills and relationship skills
Willingness to learn new systems and procedures and the flexibility to change when necessary
Willingness to take on new responsibilities
Experience with trust accounting systems
Ability to identify and communicate tax planning opportunities
Working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration
Excellent organization skills with a strong attention to detail
Experience with Microsoft Office products, particularly Excel and Word
Company
Brown Brothers Harriman
Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.
5001-10000 employees
H1B Sponsorship
Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (16)
2023 (18)
2022 (23)
2021 (15)
2020 (10)
Funding
Current Stage
Late StageLeadership Team
Dana Pasricha
Managing Director/ Head of Reference Data, Shared and Tax services at Brown Brothers Harriman
Douglas Maine
Senior Advisor
Recent News
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