Senior Trust Officer

Senior Trust Officer Lake Clark Shores, Florida | $130,000 - $155,000 + Bonus | Direct Hire Job Description A boutique fiduciary firm in Palm Beach is looking for a Senior Trust Officer who specializes in Special Needs Trusts. The role is high‑touch and relationship‑driven, requiring technical precision and genuine empathy. Responsibilities 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. Qualifications 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. Benefits Competitive base salary: $130,000 - $155,000 depending on experience. Target bonus: 12%. Medical, dental, vision and life insurance. 401(k) retirement plan. Paid time off and holidays. Flexible work environment with a supportive team. 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 View email address on click.appcast.io. #J-18808-Ljbffr