More jobs:
Director of Trust Services
Job in
Medfield, Norfolk County, Massachusetts, 02052, USA
Listed on 2026-09-12
Listing for:
KBW Financial Staffing & Recruiting
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Back Director of Trust Services
Trust Administrator Medfield , Massachusetts Perm 100000 Sep 8, 2026 $ 100000.00 - $120000.00
A top professional trustee service provider for families, estates have a need for a Director of Trust to help lead and build out the practice in the Norfolk County area. Great Opportunity for someone who is a Trust Officer or Sr. Trust Admin.
Responsibilities- Lead, coach, and develop Trust Officers, Trust Administrators, and future fiduciary personnel
- Manage departmental workflow, capacity planning, staffing priorities, and service delivery
- Establish and improve procedures, workflows, service standards, and operational consistency
- Develop accountability systems, reporting metrics, and departmental performance measures
- Maintain selected trust relationships and provide fiduciary guidance to team members
- Participate in prospective client meetings and business development opportunities
- Develop and maintain relationships with attorneys, financial advisors, accountants, care managers, and other referral sources
- Experience serving in a Trust Officer, fiduciary, relationship management, or comparable client facing role
- Demonstrated ability to exercise fiduciary judgment and navigate complex beneficiary, trustee, and advisor relationships
- 7+ years of experience in fiduciary services, trust company operations, private wealth management, family office services, or a related field
- Strong communication, leadership, organizational, and problem-solving skills
- Bachelor's degree in business, finance, accounting, economics, legal studies, or a related field, or equivalent experience
- Trusts and estates paralegal experience
Salary $110K-125K + Bonus
4 days onsite
#LI-JS1
KBW
789
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