Trust Officer

Trust officer

Due to the continued growth of our business, Fidelity Personal Trust Company seeks a Trust and Estates Attorney to work as a contract employee during a Leave of Absence for one of our Trust Officers.

The Role

Given the complex nature of the Trust Officer role and client relationships, this contract position will provide higher level support on a variety of Trusts and varying assets types and will be involved in critical and time sensitive processes and projects to help move the business forward. This unique role also requires legal and fiduciary experience to identify and/or mitigate areas of potential risk to FPTC. This position is suitable for anyone living in the Delaware, Massachusetts, Rhode Island or New Hampshire areas as it offers significant flexibility to work from home.

The Expertise and Skills You Bring

• J.D. required
• Minimum of 3 years of estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust bank or in the financial services industry
• Experience with various types of trusts and estate planning documents, income and principal accounting, personal and trust income taxation, estate tax, charitable trusts, gift tax, GST tax, investments, trust and estate law, retirement plans, and the laws and regulations that govern
• Ability to think analytically and strategically and relay complex situations clearly and effectively
• Strong written, verbal, and interpersonal communication skills executed in a positive and timely manner
• Ability to work independently, manage multiple tasks, and prioritize work to maintain both accuracy and efficiency
• Strong collaboration skills, and ability to function as a team player
• Collaborate and consult with advisors, attorneys, and tax professionals
• CTFA, CFP, LLM or MBA encouraged

The Team

Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside RIA’s, and Fidelity Personal Trust Company’s trust administration expertise. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience. This professional role allows an individual to demonstrate their legal expertise, knowledge, and perspective. It a great role for rejoining the workforce in a meaningful way and learning what Fidelity Personal Trust is all about.

Dynamic Working

At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

Company Overview

Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource.

For information about working at Fidelity TalentSource, visit FTSJobs.com.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.

Information about Fidelity Investments

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive work environment where we respect and value our associates for their unique perspectives and experiences.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.