Trust Officer

📋 Description

• Administer trusts, estates, and agency accounts per governing docs and regs.
• Primary relationship manager for clients and beneficiaries.
• Review trust instruments and wills to determine actions.
• Coordinate with investment, tax, legal, and compliance partners.
• Monitor account activities, performance, cash flow, and distributions.
• Identify risks or compliance issues and escalate as needed.
• Cultivate new business through service, referrals, and engagement.

🎯 Requirements

• Bachelor’s degree in finance, business, accounting, or related field.
• 7+ years in trust administration, estate planning, or fiduciary services.
• Strong understanding of fiduciary law, trusts, estate settlement, tax and investments.
• Ability to manage complex client relationships with discretion and empathy.
• Analytical, organizational, and document-interpretation skills.
• Proven ability to partner with legal, investment, tax, and compliance teams.

🎁 Benefits

• Health & wellness: 90% employer-paid medical; dental/vision options.
• Financial benefits: 401(k) safe harbor and ESOP.
• Work-life balance: Generous PTO, holidays, hybrid policy.
• Wellbeing: Mental health resources.
• Culture: Inclusive workplace, team events, community involvement.