VP, Trust Officer

📋 Description

• Administer trusts, estates, and agency accounts per docs and regs.
• Serve as the primary relationship manager for clients and beneficiaries.
• Review trust instruments, wills, and related legal documents.
• Coordinate with investment, tax, legal, and compliance partners.
• Monitor accounts, investments, cash flow, and distributions.
• Identify risks and compliance issues; escalate as needed.

🎯 Requirements

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

🎁 Benefits

• 90% employer-paid medical; dental/vision available at employee cost.
• 401(k) safe harbor and ESOP.
• Generous PTO, holidays, hybrid policy.
• Mental health resources and wellness initiatives.
• Inclusive workplace with team events and community involvement.