Trust & Estate Officer

Southeastern Trust Company is a boutique private wealth management firm with locations in Chattanooga, Nashville, and Atlanta. We work with families across the United States, providing multi-family office services such as trust and estate administration, investment management, real estate management, and bill pay services.

This is a full-time, on-site role located in Chattanooga, TN for a Trust & Estate Officer. The Trust & Estate Officer will handle day-to-day tasks such as managing and administering various types of trusts and estates, working closely with clients to develop and implement estate planning and financial strategies, and overseeing fiduciary responsibilities. The Trust & Estate Officer will also collaborate with other professionals to ensure the optimal management and protection of clients' assets.

The ideal candidate is a trusted advisor who brings both technical expertise and a relationship-driven approach. In addition to managing a portfolio of complex trusts, this role will support business development by strengthening client relationships and cultivating referrals.

• Experience in Trust Administration
• Experience in Estate Planning and Financial Planning
• Expertise in Fiduciary responsibilities
• Strong background in Finance
• Excellent communication and interpersonal skills
• Degree in Finance, Accounting, Law, or related field
• Relevant certifications such as CFP, CPA, or CTFA are a plus
• Ability to work independently and as part of a team
• Strong problem-solving and analytical skills