TRC Talent Solutions is partnering with a well-established trust and wealth management organization to identify an experienced Trust Officer. This direct-hire opportunity offers the chance to manage a diverse portfolio of fiduciary accounts while serving as a trusted advisor to clients and beneficiaries. The organization provides a collaborative, client-focused environment with opportunities for professional growth and advancement.

Trust Officer

Job Type: Direct Hire
Industry: Wealth Management / Trust Services

Summary

The Trust Officer is responsible for the administration and oversight of trust, estate, agency, and IRA accounts. This role serves as a primary relationship manager for clients and beneficiaries while ensuring compliance with fiduciary standards, governing documents, and applicable regulations. The ideal candidate will bring strong trust administration expertise, exceptional client service skills, and the ability to manage complex fiduciary matters.

What We Offer

• Direct-hire opportunity

• Competitive compensation package

• Comprehensive health, dental, and vision benefits

• Retirement savings program

• Paid time off and company holidays

• Professional development and advancement opportunities

• Collaborative and client-focused work environment

Responsibilities

• Administer and oversee a portfolio of trust, estate, agency, and IRA accounts

• Serve as the primary point of contact for clients, beneficiaries, attorneys, CPAs, and other professional advisors

• Review new account documentation for accuracy, completeness, and compliance with governing documents and internal policies

• Conduct periodic account reviews to ensure proper administration and adherence to fiduciary standards

• Provide guidance regarding trust administration, estate settlement matters, fiduciary responsibilities, and account-specific issues

• Build and maintain strong client relationships while understanding clients' long-term financial objectives

• Coordinate account activities including distributions, investments, tax reporting, and other administrative functions

• Monitor fiduciary risk and ensure accounts are managed in accordance with governing documents, applicable laws, and company policies

• Collaborate with internal teams to deliver exceptional client service and support trust operations

• Maintain accurate records and documentation to satisfy regulatory and audit requirements

Qualifications

• Bachelor's degree in Finance, Business, Accounting, Trust Management, or a related field preferred

• Experience administering trust, estate, fiduciary, wealth management, or private banking accounts

• Strong knowledge of fiduciary principles, trust administration, estate planning, and regulatory requirements

• Ability to interpret trust agreements, wills, and other governing instruments

• Excellent client relationship management and communication skills

• Strong organizational skills with the ability to manage multiple priorities and deadlines

• High attention to detail and commitment to providing outstanding client service

   

TRC Talent Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.