Senior Trust Officer
Listed on 2026-10-19
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Compliance, Risk Manager/Analyst
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ABOUTTHE ROLE
This role is responsible for managing complex fiduciary relationships, including high-net-worth and specialty trust accounts, in accordance with governing documents, applicable laws, and organizational policies. The Senior Trust Officer serves as a primary relationship manager and fiduciary advisor, partnering with clients, financial advisors, and internal teams to deliver high-quality service, support business growth, and ensure a consistent client experience. Please see below for specific responsibilities and requirements for this role.
YOURRESPONSIBILITIES
The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
- Fiduciary Account Administration:
Manages complex trust accounts, including high-net-worth and specialty relationships, ensuring alignment with governing documents, fiduciary standards, and regulatory requirements. - Client Relationship Management:
Serves as the primary contact for clients, beneficiaries, and advisors, building strong relationships and delivering a high level of service. - Risk and Compliance Management:
Ensures adherence to fiduciary, legal, and regulatory requirements, including completion of reviews, documentation of decisions, and timely resolution of exceptions. - Decision Making:
Exercises sound judgment in complex fiduciary matters, including discretionary decisions and risk assessment, ensuring alignment with governing documents, regulatory requirements, and organizational policies. - Collaboration and Partnership:
Works closely with internal partners and external advisors to implement investment strategies, resolve client issues, and deliver comprehensive fiduciary solutions. - Business Development Support:
Partners with financial advisors and centers of influence to support new business opportunities and deepen existing client relationships. - Client Experience and Retention:
Drives a consistent and high‑quality client experience, proactively addressing client needs and contributing to retention and satisfaction. - Technical Expertise:
Maintains strong knowledge of fiduciary principles, trust administration, and applicable legal and tax considerations. - Other Duties:
Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.
- Bachelor’s degree or equivalent experience required.
- 8-10+ years of experience in trust administration, fiduciary services, or related experience.
Qualified candidates will possess an advanced degree of proficiency (typically from 8-10+ years of work or practical experience), in:
- Fiduciary Expertise:
Strong knowledge of trust administration, governing documents, and fiduciary principles. - Client Relationship Management:
Ability to manage complex client relationships and deliver high‑quality service. - Risk and Compliance Management:
Understanding of regulatory requirements, fiduciary standards, and internal policies. - Communication:
Ability to clearly communicate complex fiduciary concepts to clients and partners. - Collaboration:
Effectively partners across internal teams and with external advisors.
Qualified candidates will possess an advanced degree of proficiency (typically from 8-10+ years of work or practical experience), in:
- Relationship Management:
Builds trust and credibility with clients and partners. - Problem Solving:
Identifies issues and develops practical, compliant solutions. - Influence and Partnership:
Collaborates effectively across teams and…
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