Senior Trust Officer
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Compliance
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ABOUT THE 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.
YOUR RESPONSIBILITIES: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.
Please refer to the “Skills for Success” section to learn how to stand out as an applicant.
SKILLS FOR SUCCESS: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,…
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