Job Description

Job Description

Position Overview

We’re seeking a client-focused Trust Officer (3+ years) to join our growing team. In this role, you’ll play a pivotal part in supporting high-net-worth client relationships while managing the complexities of fiduciary administration, estate planning, and wealth transfer. This is an exciting opportunity for a motivated professional who wants to make a meaningful impact on clients’ legacies while gaining exposure to business development and deepening expertise in trust and estate administration.

Key Responsibilities:

• Support the administration of trust accounts, estates, and fiduciary relationships, ensuring compliance with legal, regulatory, and fiduciary standards.
• Assist senior officers with client relationship management, including preparing reports, attending client meetings, and responding to inquiries.
• Collaborate with internal banking, legal, tax, and wealth management teams to deliver comprehensive client service.
• Conduct research and prepare recommendations on trust structures, estate planning strategies, and fiduciary matters.
• Monitor client accounts for accuracy, performance, and adherence to client objectives.
• Maintain accurate documentation, records, and reporting for all fiduciary accounts.

Qualifications:

• JD and/or other certifications (Preferred)
• 3+ years of experience in trust administration, estate planning, or related fiduciary services.
• Familiarity with fiduciary principles, estate planning basics, and trust management practices.

Why Join Us?

This is more than just a fiduciary role, it’s a chance to become a trusted advisor in clients’ most important financial decisions. You’ll work in a collaborative, client-centered environment with opportunities to grow your career, expand your expertise, and contribute to building long-lasting client relationships.

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