Trust Officer

Location: Scottsdale Area, Arizona (Hybrid) 4 days in office
Comensation will be determined by how many years and credentials (115K to 140K) plus bonus

A highly respected boutique fiduciary and wealth management firm is seeking a Trust Officer to join its growing Scottsdale team.

This is an outstanding opportunity for a relationship-focused trust professional who enjoys administering trust and estate accounts while delivering exceptional white-glove client service. Unlike many larger institutions, you ll have dedicated administrative support, manageable account loads, and the ability to build meaningful, long-term relationships with high-net-worth families rather than being buried in administrative work.

What You ll Do

• Serve as the primary relationship manager for a portfolio of trust and fiduciary accounts.
• Administer revocable, irrevocable, charitable, and other complex trust relationships in accordance with governing documents and fiduciary standards.
• Interpret trust documents and ensure compliance with fiduciary responsibilities, regulatory requirements, and internal policies.
• Guide beneficiaries, families, attorneys, CPAs, and financial advisors through trust administration and ongoing fiduciary matters.
• Coordinate discretionary distributions, trust reviews, estate administration activities, and ongoing client needs.
• Collaborate closely with investment, tax, operations, and administrative teams to deliver an exceptional client experience.
• Participate in fiduciary reviews, new account acceptance, and ongoing risk management discussions.
• Maintain accurate documentation while ensuring all accounts remain compliant with applicable regulations and company policies.

• 5+ years of experience in trust administration, fiduciary services, estate administration, or as a Trust Officer.
• Strong understanding of trust administration, fiduciary principles, trust documents, and estate planning concepts.
• Experience working directly with clients, beneficiaries, attorneys, CPAs, and financial advisors.
• Estate settlement (death administration) experience is highly preferred.
• Experience with Special Needs Trusts is a strong plus.
• CTFA preferred; JD, CFP, CPA, or other fiduciary-related credentials are a plus.
• Excellent communication, relationship management, and organizational skills.
• A client-first mindset with a passion for delivering exceptional, white-glove service.

• Competitive base salary plus annual incentive bonus
• Dedicated Trust Administrator support
• Lower account volumes that allow for deeper client relationships
• Collaborative, team-oriented culture with approachable leadership
• Opportunity to work closely with high-net-worth families and trusted advisors
• Excellent long-term career growth within an established fiduciary organization

If you re seeking an opportunity where your expertise is valued, your client relationships matter, and you can make a meaningful impact in a boutique, relationship-driven environment, we d love to connect

Location: Scottsdale Area, Arizona (Hybrid) 4 days in office
Comensation will be determined by how many years and credentials (115K to 140K) plus bonus

A highly respected boutique fiduciary and wealth management firm is seeking a Trust Officer to join its growing Scottsdale team.

This is an outstanding opportunity for a relationship-focused trust professional who enjoys administering trust and estate accounts while delivering exceptional white-glove client service. Unlike many larger institutions, you ll have dedicated administrative support, manageable account loads, and the ability to build meaningful, long-term relationships with high-net-worth families rather than being buried in administrative work.

What You ll Do

• Serve as the primary relationship manager for a portfolio of trust and fiduciary accounts.
• Administer revocable, irrevocable, charitable, and other complex trust relationships in accordance with governing documents and fiduciary standards.
• Interpret trust documents and ensure compliance with fiduciary responsibilities, regulatory requirements, and internal policies.
• Guide beneficiaries, families, attorneys, CPAs, and financial advisors through trust administration and ongoing fiduciary matters.
• Coordinate discretionary distributions, trust reviews, estate administration activities, and ongoing client needs.
• Collaborate closely with investment, tax, operations, and administrative teams to deliver an exceptional client experience.
• Participate in fiduciary reviews, new account acceptance, and ongoing risk management discussions.
• Maintain accurate documentation while ensuring all accounts remain compliant with applicable regulations and company policies.

• 5+ years of experience in trust administration, fiduciary services, estate administration, or as a Trust Officer.
• Strong understanding of trust administration, fiduciary principles, trust documents, and estate planning concepts.
• Experience…