Associate Trust Officer

About Rockefeller Capital Management:

Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.

Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets.

Position:

The Associate Trust Officer specializes in supporting Senior Trust Officers in the management and administration of trusts. This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division.

Responsibilities:

Assists Senior Trust Officers in managing trust and estate client relationships

Manages the assets and income of trusts in accordance with trust or estate planning objectives

Responsible for applying the provisions of trusts consistent with applicable statutes and regulations as well as meeting KYC, AML, and other regulatory compliance standards

Interface regularly with Private Advisors and clients

Qualifications:

Bachelor's Degree

3-6 years of experience in fiduciary or trust field

Experience with trust and estate administration for high net worth or ultra-high net worth individuals preferred

CTFA a plus

Skills:

In depth product knowledge of fiduciary concepts and legal policies related to trust administration

Excellent communication and presentation skills

Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)

Strong attention to detail with excellent analytical skills

High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion

Disclosure:

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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