Senior Trust Officer - Estate & Death Settlement

Senior Trust Officer - Estate & Death Settlement Phoenix, Arizona Direct Hire $130000 / Job Description A well established and growing fiduciary and trust services firm with a multi decade track record is hiring a Senior Trust Officer to lead estate and death settlement engagements, backed by a team that genuinely cares about their people. What You'll Do: Lead estate settlement engagements from intake through final distribution Coordinate with attorneys, tax professionals, and advisors Oversee payment of debts, expenses, and taxes Manage beneficiary communications with empathy and professionalism Interpret wills and trust documents for accurate, compliant execution Navigate probate and manage risk across complex matters What You Bring: 8+ years of trust and estate administration experience Strong knowledge of fiduciary, tax, and probate requirements CTFA preferred; JD or CPA a plus What's In It For You: Dedicated admin support so you stay focused on clients Strong base salary plus annual bonus (paid above target in recent years) Senior Trust Officer - Estate & Death Settlement Phoenix, AZ | In-Person | $130,000 - $155,000/yr + Bonus | Full-Time A well established and growing fiduciary and trust services firm with a multi decade track record is hiring a Senior Trust Officer to lead estate and death settlement engagements, backed by a team that genuinely cares about their people. What You'll Do: Lead estate settlement engagements from intake through final distribution Coordinate with attorneys, tax professionals, and advisors Oversee payment of debts, expenses, and taxes Manage beneficiary communications with empathy and professionalism Interpret wills and trust documents for accurate, compliant execution Navigate probate and manage risk across complex matters What You Bring: 8+ years of trust and estate administration experience Strong knowledge of fiduciary, tax, and probate requirements CTFA preferred; JD or CPA a plus What's In It For You: Dedicated admin support so you stay focused on clients Strong base salary plus annual bonus (paid above target in recent years) Hybrid schedule, remote Fridays, minimal travel Medical, Dental, Vision, Life Insurance, 401(k) match 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

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Job Summary Published: 8/8/2026 Type: Direct Hire Location: Phoenix, Arizona Category: Finance / FP&A At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further. Get In Touch 5775 Waterford District Dr, Suite #190 , Miami, FL 33126 #J-18808-Ljbffr Mohr Talent