Trust Officer, VP

Vice President, 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.

Cancel