Senior Trust Officer - Complex Estates (Hybrid)
$130k - $155kMohr Talent
Senior Trust Officer - Special Needs | Dallas, Texas This is a rare opportunity to join a highly respected boutique trust company that is actively investing in culture, growth, and long-term leadership. Unlike many trust environments where Senior Trust Officers are overwhelmed with administrative work, this firm provides dedicated Trust Administrator support for every officer, allowing you to focus on high-level fiduciary oversight, client relationships, and complex trust matters. Responsibilities Serve as the primary relationship manager for complex trust and estate accounts Interpret trust documents and oversee fiduciary administration activities Partner closely with beneficiaries, attorneys, CPAs, and financial advisors Navigate estate settlement matters, distributions, and trust account oversight Monitor fiduciary risk, trust taxation matters, and regulatory compliance Deliver white‑glove service to high‑net‑worth and multi‑generational families Collaborate with dedicated trust administration support teams to ensure seamless client service Qualifications 8+ years of trust and estate administration experience Strong understanding of fiduciary principles, trust operations, and estate administration workflows Experience working directly with high‑net‑worth clients and professional advisors Knowledge of trust taxation, probate coordination, and estate administration Ability to interpret complex trust documents and make sound fiduciary decisions CTFA strongly preferred; JD or CPA is a plus Excellent communication skills with the ability to manage sensitive family dynamics Benefits & Compensation Base salary between $130K–$155K + 12% bonus Hybrid schedule (4 days onsite / Fridays remote) Dedicated Trust Administrator support structure Low account loads compared to competitors Very limited travel required 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. #J-18808-Ljbffr
- ...Mohr Talent is seeking an experienced Senior Trust Officer specializing in Special Needs Trusts in... ...fiduciary operations. The position offers a hybrid work model, with dedicated... ...enabling a focus on client relationships and complex trust issues. Join a collaborative team...Senior
$130k - $155k
...Bonus Schedule: 4 Days In Office | Remote Fridays... ...seeking an experienced Senior Trust Officer specializing in... ...Special Needs Trusts and complex fiduciary accounts... ...culture and collaboration Hybrid schedule with limited... ...families, caregivers, estate planning attorneys,...SeniorWork at officeLocal areaRemote work- ...Senior Trust Officer Austin, TX, US, 73301 Plano, TX, US, 75023 Houston, TX, US, 77001 San Antonio,... ...responsible for administering a wide variety of complex/high profile and larger/more profitable personal trust, custody and estate, investment agency and IRA accounts....SeniorLocal area
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- ...A wealth management platform is seeking a Trust Officer Senior in Dallas, Texas. This role involves overseeing account administration while ensuring client satisfaction. Candidates should have experience in private banking and teamwork skills. The position offers competitive...Senior
$107.53k - $120.18k
...The Role As the Senior Officer, Individual Philanthropy... ...prospects. Develop trusted relationships with donor... ...advisors, estate planners and family offices... ...independently, solving complex problems and applying... ...floating holidays and hybrid working opportunities...SeniorTemporary workLocal areaRemote workWork from homeHome officeFlexible hoursShift work$76k - $125.3k
...Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Location: New York,... ...rallying together to solve complex challenges, then come... ...teams and client trust officers to gather required information... ...-led and leader-enabled hybrid model. Our expectation...SeniorContract workSummer holidayFlexible hours- Westwood Holdings Group, Inc. is seeking a Senior Trust Operations Analyst in Dallas, Texas. This role is responsible for complex transaction processing and oversight of daily accounting tasks within Trust Operations. Candidates should have a bachelor's degree in Business...Senior
$76k - $125.3k
...Insurance, and Real Estate, Hospitality and... ...institutions are trusted and flourish, and... ...law firms, family offices, and individual and... ...United States. The Senior plays an integral... ...include preparation of complex trust & estate... ...working in a balanced hybrid environment....SeniorSummer holidayFlexible hours$175k - $300k
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$124k - $335k
...individuals help businesses navigate complex tax regulations and optimise... ...increased efficiencies. As a Senior Manager you are to lead large... ...also responsible for building trust with multi-level teams and... ...information about anticipated application deadlines: #LI-Hybrid...SeniorFull timeH1b$180k - $220k
...mission is meaningful, the challenges are complex, and you can directly see the results of... ...business need. SUMMARY: The Senior Medical Science Liaison (Sr MSL),... ...multiple system atrophy. Serves as a trusted scientific expert through high-quality, compliant...SeniorRemote workFlexible hours- ...TIB, we are committed to serving as Trusted Partners, for our community banks and... ...banking industry, we are hiring for a hybrid Bank Compliance Officer that will coordinate, conduct, and... ...attention to detail and aptitude to research complex regulations ~ Ability to manage and...Work at officeNight shift
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$27 - $28 per hour
...Senior Licensing and Compliance Specialist Hybrid USOSM HQ MAIN COMPANY - Irving, TX 75062 Overview Salary Range $27.00 - $28.00 Hourly Position Type... ...is responsible for overseeing and executing complex provider licensing activities across multiple states...SeniorHourly payContract workLocal area- ..., Texas, is seeking a Tax Manager. This role involves technical reviews of tax returns for high-net-worth individuals and managing complex client engagements. The position also focuses on team development and compliance with tax laws. Candidates should have a Bachelor's...SeniorFlexible hours
$98k - $127.06k
Busey is seeking a Trust and Estate Settlement Advisor in Dallas, Texas. This role involves overseeing personal trust and estate settlement accounts, participating in administration, and collaborating with clients and professionals to ensure effective management of client...Senior- ...with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New... ...Presented by CNBC ABOUT THIS ROLE Our Senior Compliance Analyst will join a... ...benefits. At AFS we offer a hybrid work schedule for most roles that...SeniorWork at officeWork from home
- ...This position is based out of our Dallas, TX office and will have a hybrid schedule after training JOB OVERVIEW The Senior Compliance Officer reports directly to the... ...empowerment, innovation, integrity, trust, and accountability are essential...SeniorWork at office
$82k - $117k
...in a positive and credible manner to regulators. This is a hybrid role based in Dallas, Texas. What will you do: Develop... ...and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of...SeniorFull timeFlexible hoursShift work- ...-DAL Areas of Interest: Trust; Wealth Management Pay Transparency... ...Job Description The Trust Officer is responsible for... ...administering personal trust, custody and estate, investment agency and IRA... ...principles to interpret complex information and escalate client...Worldwide
$98k - $127.06k
A financial services institution located in Texas seeks a Trust and Estate Settlement Advisor to oversee and manage estate settlement accounts. This role involves ensuring compliance with trust laws and fostering relationships with beneficiaries, attorneys, and accountants...Senior- Medical/Senior Medical Science Liaison, Southeast/Southwest About Zevra Therapeutics, Inc... ...sense perspective have successfully overcome complex development challenges to make much‑... ...external stakeholders to be viewed as a trusted partner. Maintain comprehensive knowledge...SeniorLocal areaNight shift
- ...Trust Officer Location: Addison, TX. Application Deadline: 08/02/2024. Job Summary: The Trust... ...administering personal trust, custody and estate, investment agency and IRA accounts in... ...and procedures. You will make sense of complex, high quantity, and sometimes complicated...
$110k - $140k
First Citizens Bank is seeking an AVP, Underwriter IV - CEF in Dallas, Texas for a hybrid role involving underwriting for Capital Equipment Finance portfolios. You'll support loan structuring, assess risks, and maintain communication with clients. The ideal candidate will...Senior- ...candidate should possess advanced skills in Revit and Adobe Creative Suite, along with strong communication abilities. The firm promotes a hybrid work environment that balances independence and collaboration, offering opportunities for mentorship and professional growth. #J-18...Senior
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- Ernst & Young Oman is looking for a Real Estate Tax Senior Manager in the Dallas, Texas area. This role involves leading diverse tax planning... ...offers a comprehensive compensation package, including a hybrid work model and flexible vacation policy. #J-18808-Ljbffr Ernst...SeniorFlexible hours
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