Trust Officer

Trust Officer:
 
We are seeking a detail-oriented Trust Officer to manage and administer fiduciary accounts, including trusts, estates, and agency relationships. This role is responsible for delivering high-quality client service, ensuring compliance with governing documents, and supporting business development efforts.
 
Duties:

• Administer assigned trust, estate, and agency accounts in accordance with governing documents and client needs
• Analyze trust instruments and ensure proper execution of fiduciary responsibilities
• Coordinate asset management activities, including valuation, transfer, and protection of assets
• Establish new accounts, manage distributions, and oversee tax and accounting considerations
• Collaborate with internal partners (investment, legal, estate planning) and external stakeholders
• Serve as a primary contact for clients, beneficiaries, attorneys, and other related parties
• Resolve client and account issues proactively and professionally
• Participate in court proceedings and support asset acquisition or disposition as needed
• Provide input on trust account strategy, including investment considerations and distributions
• Contribute to new business development and client relationship growth
• Supervise staff as applicable and support team development

Qualifications:

• 3-5 years of trust, estate, or fiduciary administration experience preferred
• Strong understanding of trust structures, estate administration, and fiduciary principles
• Excellent analytical, problem-solving, and organizational skills
• Strong communication and relationship management abilities
• High attention to detail with the ability to manage multiple responsibilities
• Proficiency in Microsoft Word and Excel
• Bachelor's degree preferred
• Ability to travel as needed for client meetings and related activities
• Professional demeanor with a strong client service orientation
• Commitment to compliance with all applicable laws, regulations, and internal policies
• Ability to travel as needed for client meetings and related activities
• Professional demeanor with a strong client service orientation
• Commitment to compliance with all applicable laws, regulations, and internal policies

 
This is a client-facing role ideal for a fiduciary professional who thrives in a detail-driven environment and values relationship management, compliance, and trust administration excellence.