Role OverviewThe Senior Trust Officer is a seasoned fiduciary leader responsible for the independent administration and strategic oversight of complex trust and fiduciary relationships. This role serves as a primary advisor to high-net-worth clients and families, ensuring all trust activities are executed with precision, sound judgment, and strict adherence to fiduciary standards.
What You Will Do
Independently administer a portfolio of complex fiduciary relationships, interpret complex governing documents, exercise discretionary authority, and ensure all actions align with fiduciary duty, governing documents, and applicable laws.
Why It Might Be a Fit
The ideal candidate will have 7–10+ years of experience in trust administration, fiduciary services, and wealth or estate planning, with a proven ability to manage complex trust relationships independently.
Requirements
- Bachelor’s degree in Finance, Business, Accounting, or related field required
- Professional certifications preferred or in progress: CTFA, CFP, CFA
- 7–10+ years of experience in trust administration, fiduciary services, and wealth or estate planning
- Proven ability to manage complex trust relationships independently
- Experience in a trust company, bank trust department, or multi-family office strongly preferred
Benefits
- Moderate noise (business office with computers, phone, printers, light traffic)
- Ability to sit at a computer for an extended period of time
- Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone
- Specific vision abilities include close vision requirements due to computer work
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