Trust Officer

Job Summary

Responsible for administering a variety of fiduciary accounts, including revocable and irrevocable trusts, guardianships, special needs trusts, charitable trusts, and agency accounts (investment advisory and custody).

Serves as the primary relationship manager, delivering high-quality client service, administering accounts in accordance with governing documents and applicable law, and developing client and advisor relationships to support retention and business growth.

Essential Duties and Responsibilities

• Serve as primary relationship manager for assigned clients and families; maintain regular contact and anticipate planning needs.


• Administer approximately 150–200 fiduciary and agency accounts in accordance with governing documents, applicable law, and company policies.


• Execute fiduciary responsibilities, including discretionary distributions, while managing risk and balancing competing beneficiary interests.


• Partner with internal teams and external advisors, including attorneys, accountants, and investment professionals, to support client objectives and comprehensive wealth planning.


• Complete initial and annual account reviews and ensure proper documentation and compliance with fiduciary policies and procedures.


• Identify and escalate risk, compliance, or administrative issues to appropriate leadership or committees.


• Resolve client matters in a timely and professional manner, collaborating with senior officers as needed.


• Maintain knowledge of fiduciary, tax, and estate planning developments relevant to assigned accounts.


• Support business development by maintaining client relationships, identifying opportunities for additional services, and developing referral sources.


• Participate in professional, community, and industry activities to enhance relationships and market presence.


• Recommend improvements to processes, policies, and client service delivery.

Qualifications

• Advanced knowledge of trust administration, fiduciary principles, and estate and tax planning concepts.


• Strong interpersonal, communication, and relationship management skills.


• Sound judgment, analytical ability, and problem-solving skills.


• Working knowledge of financial markets and investment concepts.


• Ability to manage multiple priorities in a team-oriented environment.

Required Experience and Skills

• Minimum 4 years of personal trust administration experience.


• Proficiency in Microsoft Office; experience with CRM systems such as Salesforce preferred.


• Strong organizational skills and attention to detail.

Education

Bachelor’s degree required; advanced degree (JD, MBA) or professional designation (CTFA, CFP, TEP, AEP) preferred.

Work Location

Hybrid schedule with an expectation of three days per week in the office; remaining days may be remote, subject to business needs.

Physical Demands and Work Environment

Work is performed primarily in a standard office environment. The role requires the ability to sit or stand for extended periods, use a computer and standard office equipment, and communicate effectively.

Equal Employment Opportunity

The Company is an equal opportunity employer and is committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, benefits, training, discipline, termination, and all other employment practices. The Company also provides reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs and practices, in accordance with applicable law