Trust Relationship Officer

Job Description

Trust Relationship Officer — Wilmington Manor, DE | OTE $250,000 - $300,000+ | Direct Hire

A boutique fiduciary firm in Palm Beach is seeking a Senior Trust Officer who specializes in Special Needs Trusts. This high-touch, relationship-driven role requires technical precision and genuine empathy. If you know Special Needs Trusts inside and out and are looking for a place where that expertise is valued, this is worth your attention.

• Serve as the primary relationship lead for a portfolio of Special Needs Trusts and complex fiduciary accounts
• Administer trusts in accordance with governing documents, fiduciary standards, and applicable regulations
• Guide families and caregivers through distribution decisions with a clear understanding of SSI, Medicaid, and other public benefit considerations
• Build long-term relationships with beneficiaries, family members, estate planning attorneys, and financial advisors
• Interpret trust documents and ensure thoughtful, compliant execution of fiduciary responsibilities
• Partner with internal investment and operations teams to deliver a seamless client experience
• Anticipate client needs, identify potential risks, and provide proactive guidance in sensitive situations
• Contribute to the continued growth of a specialized special needs trust practice

• 8+ years of trust administration experience, including meaningful exposure to Special Needs Trusts
• Strong working knowledge of fiduciary principles, trust operations, and regulatory requirements
• Deep understanding of public benefits, including SSI and Medicaid, and how they interact with trust structures
• Exceptional relationship management skills with families navigating complex life circumstances
• Experience collaborating with attorneys, financial advisors, and other professional partners
• CTFA preferred; JD or CFP a plus

• Competitive base salary: $130,000 - $155,000 depending on experience
• Target bonus: 12%
• Medical, dental, vision and life insurance
• 401k retirement plan
• Paid time off and holidays
• A chance to work hands on with your clients in a firm that cares for each and every one of their employees

Positions like these don't stay open, apply now and take the first step into your next big career move.

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

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Published: 6/30/2026

Type:
Direct Hire

Category:
Finance / FP&A

5775 Waterford District Dr, Suite #190,
Miami, FL 33126