Senior Trust Officer

Location
:
Pike Creek, DE
Compensation
: $155.000 + Bonus

We are seeking an experienced Senior Trust Officer to oversee complex trust and fiduciary relationships for high-net-worth individuals, families, and related entities. This individual will serve as the primary relationship manager and fiduciary advisor for trust accounts while partnering closely with beneficiaries, attorneys, financial advisors, accountants, and internal teams to ensure high-quality trust administration and client service.

The ideal candidate will possess strong expertise in trust administration, fiduciary principles, estate settlement, wealth transfer planning, and relationship management within a private trust, family office, or wealth management environment. This role requires both technical fiduciary knowledge and exceptional interpersonal skills to support clients through complex financial and family situations.

• Trust & Fiduciary Administration
  • Administer a portfolio of personal trusts, irrevocable trusts, revocable trusts, estates, and fiduciary accounts
  • Interpret trust documents and governing instruments to ensure proper fiduciary administration and compliance
  • Oversee trust distributions, discretionary requests, account reviews, and fiduciary decision-making processes
  • Coordinate trust account activity including:
    • Asset transfers
    • Cash management
    • Tax coordination
    • Account maintenance
    • Trust terminations

• Client Relationship Management
  • Serve as the primary relationship contact for beneficiaries, clients, attorneys, accountants, and financial advisors
  • Build and maintain trusted long-term client relationships through proactive communication and fiduciary guidance
  • Support clients through sensitive family, estate, and wealth transition matters with professionalism and emotional intelligence

• Estate & Tax Coordination
  • Coordinate with legal and tax professionals regarding:
    • Estate administration
    • Probate matters
    • Fiduciary tax reporting
    • Wealth transfer strategies
  • Assist with estate settlement activities, asset gathering, and beneficiary communication when applicable

• Risk Management & Compliance
  • Ensure fiduciary accounts are administered in accordance with:
    • Governing documents
    • Internal policies
    • Regulatory requirements
    • Fiduciary standards
  • Identify and escalate fiduciary, operational, or compliance risks as needed
  • Maintain detailed fiduciary records and account documentation

• Leadership & Collaboration
  • Partner with internal trust administration, investment management, operations, and compliance teams
  • Mentor junior trust professionals and support operational best practices
  • Participate in committee reviews, account discussions, and fiduciary oversight meetings

• Bachelor’s degree in Finance, Business, Accounting, Legal Studies, or related field
• 7+ years of trust administration, fiduciary, estate, or wealth management experience
• Strong understanding of:
  • Trust administration
  • Fiduciary principles
  • Estate settlement
  • Wealth transfer planning
  • Trust taxation concepts
• Experience managing high-net-worth or ultra-high-net-worth client relationships
• Strong communication, relationship management, and organizational skills
• Ability to manage multiple complex fiduciary relationships simultaneously

• CTFA designation preferred
• JD, CPA, CFP, or advanced fiduciary certifications preferred
• Experience with in:
  • Private trust companies
  • Family offices
  • Wealth management firms
  • Private banking environments
• Knowledge of Delaware trust structures and fiduciary planning strategies preferred

• Fiduciary Oversight
• Trust Administration
• Relationship Management
• Estate & Wealth Transfer Planning
• Risk Management
• Emotional Intelligence
• Tax & Estate Coordination
• Communication & Client Service
• Strategic Problem Solving
• Collaboration & Leadership

• Competitive compensation and bonus opportunity
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off
• Professional development and continuing education support
• Collaborative and relationship-focused work environment

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at