Trust Officer

FLSA Status: Exempt

Position Summary

This position is responsible for the management and administration of trust accounts, delivering fiduciary services, and assisting with operational and administrative functions. This role combines direct client-facing responsibilities and engagement with back-office support, ensuring smooth execution of trust services and internal processes.

Key Responsibilities:

Trust Administration

• Oversee a portfolio of trust accounts, ensuring compliance with governing documents and fiduciary standards
• Serve as a point of contact for clients, beneficiaries, and advisors
• Coordinate distributions, account reviews, and documentation updates
• Monitor account activity and ensure proper recordkeeping

Client Service & Support

• Respond to client inquiries and provide timely, accurate information
• Oversee and assist in onboarding new accounts and preparing client communications
• Collaborate with relationship managers and senior trust officers in client meetings and follow-ups

Trust Assistant Duties

• Prepare correspondence, reports, and account summaries
• Maintain trust files and ensure documentation is complete and compliant
• Assist with account setup, data entry, and system updates

Operations & Compliance

• Support daily operational tasks such as transaction processing, reconciliations, and reporting
• Assist with internal audits, compliance reviews, and regulatory filings
• Collaborate with IT and operations teams to improve workflows and system efficiency

Team Collaboration

• Work closely with trust officers, administrative staff, and operations personnel
• Participate in team meetings and contribute to process improvement initiatives
• Provide backup support across departments as needed

Qualifications:

• 3–7 years of experience in trust administration, banking, or financial services
• Familiarity with fiduciary principles, trust documentation, and regulatory requirements
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Proficiency in trust accounting systems and Microsoft Office Suite

Preferred Attributes:

• Client-focused with a service-oriented mindset
• Ability to manage multiple tasks and prioritize effectively
• Discreet and professional in handling sensitive information
• Interest in growing within he trust and estate field (CTFA or similar certification a plus)

Working Conditions

Adams Brown Trust Solutions, Inc., promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

Adams Brown Trust Solutions, Inc. is an Equal Opportunity Employer