Trust Officer

Trust Officer- High-Growth Opportunity
 
Overview
We are hiring an experienced Trust Officer to administer select trust and estate accounts while driving new business development within a growing fiduciary practice. This role is ideal for a seasoned professional with deep fiduciary knowledge and strong relationship-building capability.
 
Key Responsibilities
- Administer assigned personal trust, estate, conservatorship, agency, and retirement plan accounts
- Serve as a primary contact for clients, beneficiaries, attorneys, CPAs, and other partners
- Lead business development efforts (approximately 60% of the role for the first 1-2 years)
- Coordinate probate processes when serving as Personal Representative
- Ensure timely preparation of account reports, tax filings, and investment review materials
- Participate in Trust Administration and Investment Committee meetings
- Support investment oversight and execute security transactions for client accounts
- Represent the bank in the professional community and cultivate new business opportunities
 
Qualifications
- Minimum 3-5 years of trust administration experience; 5-10 years strongly preferred
- Strong fiduciary knowledge and understanding of federal/state trust regulations
- Background in banking, wealth, or financial planning
- CPA, JD, or CFP preferred (not required)
- Proven business development track record
- Excellent communication, client-service, and relationship-management skills
- Strong analytical, regulatory interpretation, and problem-solving abilities
- Ability to manage multiple priorities with professionalism, confidentiality, and autonomy
- Proficiency with Microsoft Office and trust accounting systems
 
Compensation & Structure
- Base salary $82,000 to $120,000 
- Bonus and incentive opportunity of $40,000-$50,000
- Initial book of accounts provided; significant runway for growth