Trust Advisor and Senior Trust Advisor

Trust Advisor and Senior Trust Advisor (2 positions) Trust and wealth Management Firm About the role

Our client is a national trust company expanding its Anchorage office and hiring two levels of trust professionals to support high-net-worth and ultra-high-net-worth client relationships. Both roles are true trust administration positions, with no money management and no sales involved. The Trust Advisor will be mentored to eventually take over an existing book of business, while the Senior Trust Advisor will own client relationships directly, serving as the main point of contact and collaborating with clients' external advisors.

• Administer and review complex trusts for HNW and UHNW clients at the $25 to $50 million-plus level
• Own the client relationship as the main point of contact for HNW and UHNW clients (Senior Trust Advisor)
• Collaborate with clients' external advisors on trust matters
• Support the Senior Trust Advisor in servicing HNW and UHNW client accounts (Trust Advisor)
• Ensure day-to-day administration and management of trust accounts
  
  Take on full ownership of a book of business following a mentorship period (Trust Advisor)
• Focus exclusively on true trust administration, with no money management or sales duties

• 2 to 6 years of trust administration experience for the Trust Advisor role
• 7 to 15-plus years of trust administration experience for the Senior Trust Advisor role
• Experience servicing HNW and UHNW client accounts at the $25 to $50 million-plus level
• Background administering and reviewing complex trusts (Senior Trust Advisor)
• Willingness to relocate to Anchorage, Alaska, or currently based there

• Generous relocation assistance for qualified candidates
• Strong compensation, bonus, and benefits package
• Exceptional team and collaborative culture
• Mentorship path toward taking over an existing book of business (Trust Advisor)
• Direct ownership of client relationships (Senior Trust Advisor)