Now Hiring: Trust Officer - Immediate Opening

Job Title: Trust Officer

Position Summary:

The Trust Officer is responsible for the comprehensive administration of fiduciary accounts, including personal trusts, estates, investment management accounts, and agency arrangements. This position requires a strong working knowledge of trust law, estate planning, and regulatory compliance. The Trust Officer serves as a primary relationship manager, ensuring the delivery of exceptional client service while mitigating fiduciary risk and adhering to governing instruments and applicable laws.

Key Responsibilities:

• Administer a portfolio of complex fiduciary accounts in accordance with the terms of governing documents, applicable laws, and internal policies
• Serve as a trusted advisor and relationship manager to clients, beneficiaries, attorneys, and other external stakeholders
• Conduct periodic account reviews and ensure fiduciary duties are fulfilled in compliance with internal standards and regulatory requirements
• Interpret and implement trust documents, wills, powers of attorney, and other legal instruments
• Collaborate with internal partners across wealth management, investments, tax, and legal teams to provide a holistic client experience
• Participate in business development initiatives, including client onboarding, cross-selling of services, and referral generation
• Monitor and address potential risk exposures and maintain current knowledge of trust law and regulatory updates

Required Qualifications:

• Bachelor’s degree in finance, accounting, business, or related field
• Minimum of 3–5 years of trust administration or fiduciary experience
• Strong understanding of estate planning, trust law, and fiduciary principles
• Excellent communication skills, both verbal and written, with an ability to explain complex financial and legal matters to clients
• High attention to detail with strong organizational and analytical skills
• Demonstrated ability to build and maintain high-net-worth client relationships

Preferred Qualifications:

• CTFA (Certified Trust and Fiduciary Advisor), JD, CPA, or CFP designation preferred
• Experience using trust accounting systems (e.g., SEI, FIS, or similar platforms)
• Familiarity with high-net-worth client service expectations in a regulated environment

Why Join Us?

We are a forward-thinking financial institution with a long-standing reputation for fiduciary excellence and client-centric service. Our team-oriented environment fosters professional growth, innovation, and integrity. Join us and contribute to the delivery of best-in-class wealth and fiduciary solutions.

For additional information on this opportunity, please contact Kaleb McCarty directly at .... RESUMES with RECENT accomplishments may be sent to ...