Trust Officer
Ascendo Resources
Ascendo is excited to present an amazing opportunity in the wealth management industry. We are looking for an experienced Trust Officer to join a fantastic team. The ideal candidate will have a strong background in managing trust portfolios and a deep understanding of international regulations, particularly concerning FATCA and CRS regimes. This role is a primarily remote position, though it requires the individual to be based in South Florida for periodic in-person meetings. Responsibilities Oversee the routine administration of a trust portfolio, ensuring full compliance with all laws and regulations. Serve as the primary liaison for beneficiaries, providing professional support and preparing necessary reports and communications. Coordinate the preparation of financial statements and regulatory reports for trusts and their associated entities. Administer trust distributions, managing both communication with beneficiaries and the processing of payments. Collaborate with external legal counsel and various service providers as required. Qualifications 8+ years of experience within the trust and fiduciary sector. A strong grasp of finance, accounting, and tax regulations. Proven ability to work autonomously and manage a fast-paced workload. Experience with corporate structures and governance. A bachelor’s degree in a relevant field such as finance, accounting, or law. In-depth familiarity with international compliance standards including AML and KYC. Benefits Competitive health coverage Company-sponsored retirement options Professional growth and training opportunities Team-oriented and supportive environment ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Administrative Industries Investment Management and Trusts and Estates Get notified about new Trust Officer jobs in Miami-Fort Lauderdale Area . Fort Lauderdale, FL $1,500.00-$3,800.00 1 month ago #J-18808-Ljbffr
- ...Chief Trust Officer About the Company Renowned B2B financial technology (FinTech) platform streamlining digital asset management services Industry Financial Services Type Privately Held, VC-backed Founded 2015 Employees 51-2...Suggested
Confidential
New York, NY1 day ago $98.1k - $210k
...beneficiaries involving multi‑generational families. Responsibilities Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust...SuggestedShift workDay shift$77.39k - $127.14k
...mission and our purpose. WSFS Bank is currently seeking a Corporate Trust Relationship Manager II in our Wealth Division. The Corporate... ...Trust or equivalent job function. Strong knowledge of MS Office Suite is required. Knowledge of SWP platform is a plus. Experience...SuggestedTemporary workFlexible hoursWSFS Bank
New York, NY1 day ago- ...Job Summary To oversee the management of the day‑to‑day running of a portfolio of offshore companies and trusts dealing with a wide variety of tasks which will range in complexity. Furthermore, to provide supervision of a small team of administration staff located in...Suggested
Praxis Group
New York, NY1 day ago - ...If you're the attorney people call when trust documents get complicated, tax laws change, or families need thoughtful guidance through... ...technical expert supporting HNW and UHNW individuals, families, family offices, and their trusted advisors. In this highly visible role, you'll...Suggested
Westport One
New York, NY1 day ago - Are you the kind of Trust Officer who enjoys navigating complex fiduciary relationships, solving sophisticated planning challenges, and building lasting client partnerships? We're looking for a talented Trust Officer to join our clients New York City team, where you'll...Work at office
$145k - $180k
...ended projects, and engaging with highly sensitive subject matter (with potential exposure to sensitive visual content) as part of the Trust & Safety team. How you’ll make an impact Produce and lead high‑quality regulatory documentation, including risk assessments Use AI...Temporary workTinder
New York, NY1 day ago$300k - $350k
...resourced brands in consumer health. We are hiring a Chief Growth Officer to lead the next chapter: sharpening the company’s focus on... ...CGO helps run the company. Be a true complement to the CEO — a trusted partner who extends the CEO’s reach, shares the load of leading...Full timeSummer workWork at office2 days per week$100k - $125k
...Description The Agency You’ll Join: The New York City Mayor’s Office is responsible for overseeing city services throughout the five... ...at community events. - Developing meaningful, reciprocal, and trust-reinforcing relationships with their identity community, community...Full timeWork at officeLocal area$270k - $310k
...& strategic partnership Strengthen employee experience, building on what works today while addressing gaps as we scale Serve as a trusted advisor to leadership, providing high‑judgment input on org design, talent decisions, and sensitive employee matters Handle sensitive...Immediate startShift workPearl Health
New York, NY4 days ago- ...Opportunity Accrete is seeking a world-class Chief Revenue Officer to build and scale the commercial engine for a nascent, multi-trillion... ...repricing around a single question—can an autonomous system be trusted to do the work, not just assist with it? The prize is the $6...Immediate start
Accrete.AI
New York, NY2 days ago $290k - $310k
...Exchange”) seeks a visionary leader to serve as Chief Advancement Officer (CAO). This is a unique opportunity to build and lead a... ...cultural, religious, sexual, and gender identity. Ability to develop trust and strong collaborative working relationships; experience nurturing...Temporary workWork experience placementLocal areaVisa sponsorshipThe New York Climate Exchange
New York, NY17 hours ago- ...while remaining aligned with global goals. Mission‑Critical Trust: Lead with the professional gravity required for a trust‑focused... ...We’re a diverse, merit‑driven team spread across six global offices. Talent and impact are what matter here — not hierarchy or background...Local areaImmediate start
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New York, NY17 hours ago - ...receive high-quality, compassionate support. The Chief Clinical Officer will guide clinical strategy, strengthen standards of care,... ...leaders Ability to serve as both a strategic executive partner and a trusted clinical voice for the organization Incredibly competitive base...Local areaRemote work
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New York, NY1 day ago $360k - $400k
...centerpiece of everything we make. We’re on the hunt for a Chief Creative Officer (CCO) who brings bold vision, undeniable presence, and a proven... ...as hard as it inspires. A people-first approach that builds trust and confidence in rooms of clients, colleagues, and...Work at officeDormont Manufacturing Company
New York, NY2 days ago- ...edge technology for improved efficiency. This role requires over 10 years of leadership experience in HealthTech/SaaS and a focus on clinician empowerment, ensuring that you work in a supportive, flexible environment with a focus on trust and integrity. #J-18808-Ljbffr...Flexible hours
Zivian Health
New York, NY1 day ago - ...Chief Program Officer The Chief Program Officer (CPO) plays a critical leadership role in advancing and optimizing WFSSH’s social services... ...mission‑driven organizational culture. A leader who inspires trust, encourages teamwork, and develops high‑performing talent. Intermediate...Temporary workMonday to FridayFlexible hours
West Side Federation for Senior and Supportive Housing
New York, NY6 hours ago - ...Chief Mission Officer (CMO) About the Company Acclaimed voluntary health organization supporting the research of terminal conditions... ...emotional intelligence, and a proven track record of building trust and influencing across various professional domains. A...Summer work
Confidential
New York, NY1 day ago - ...and we focus relentlessly on keeping things simple while earning trust from restaurants and guests at every interaction. Today, sunday... ...This is not a traditional HR leadership role. As Chief People Officer, your mission is to be the guardian of talent density at sunday....Work at officeImmediate startRemote workTrial period
Sunday Defunct
New York, NY1 day ago - ...seeks a seasoned, strategic, and mission-driven Chief Program Officer to provide executiveleadership, alignment, and accountability across... ...strong, and client-focused.The Chief Program Officer will be a trusted partner to the CEO and a key executive leader in strengthening...Contract work
Project Hospitality
New York, NY3 days ago - ...Chief People Officer (CPO) About the Company Private equity-backed industrial manufacturing company experiencing significant growth... ...and value creation plan. The successful candidate will be a trusted advisor to the CEO, executive leadership team, and Board of...
Confidential
New York, NY1 day ago $250k - $300k
...and integrative leader to serve as our inaugural Chief Delivery Officer (CDO). The CDO will lead the functions responsible for designing... ...differentiated, integrated, and scalable delivery system that retains the trust and results that have made us successful thus far. Reporting to...Temporary workWork at officeRemote workHome officeCatalyst Exchange
New York, NY4 days ago$210k - $250k
...Kanika Bahl, a founding member of Anthropic’s Long-Term Benefit Trust, and advised by Nobel Laureate Michael Kremer; Dario Amodei, CEO... ...who is energized by that challenge. As 2AI's first Chief Program Officer, you will set programmatic strategy and standards across our...Local areaRemote workWork visaFlexible hoursEvidence Action
New York, NY1 day ago- ...Chief People Officer (CPO) About the Company Top-tier provider of automated foodservice solutions Industry Food & Beverages... ...execution, leadership, and results. The successful candidate will be a trusted advisor to the CEO and executive team, balancing performance...
- ...Chief Program Officer (CPO) About the Company Esteemed philanthropic providing senior housing services to the local community Industry... ...balance strategic vision with operational execution, inspire trust, and develop a high-performing, mission-driven organizational...Local area
$25k
...philanthropic partners, we are seeking two exceptional Senior Philanthropy Officers to help inspire transformational giving and accelerate... ...strategies that maximize philanthropic impact. Serve as a trusted strategic partner to the Director of Major Gifts, contributing...Casual workWork at officeImmediate startWeekend workAfternoon shift3 days per weekInside Philanthropy
New York, NY3 days ago- ...ideas win here, no matter where they come from, because clients trust us to deliver the strongest outcomes every time. Our clients' missions... ...relationships at the very top of the market — founders, family office principals, PE partners, and the executives who actually control...Full timeContract workFor contractorsFor subcontractorWork at officeRemote work
$10k - $100k
...organization with more than 90,000 members and supporters, and eight offices statewide. We work in the courts, in the legislatures and on... ...an organizational environment where all people feel valued, trusted, and respected. We are committed to diversity, equity, and inclusion...Full time$25k
...ABOUT THE ROLE In this newly created role, the Senior Philanthropy Officer will bring principal and major gift fundraising expertise to... ...to ensure alignment across donor engagement. Act as a trusted advisor to the CEO and CPO, providing counsel on donor engagement...Full timeSummer workCasual workWork at officeImmediate startFlexible hoursWeekend workAfternoon shift3 days per week- ...Major Gifts Officer The Episcopal Academy seeks a relationship-centered, strategic, and collaborative Major Gifts Officer to help shape and sustain an evergreen culture of philanthropy. As a trusted advisor to donors and a thought partner to institutional leaders, you...Work at officeFlexible hoursAfternoon shift
Episcopal Academy
New York, NY2 days ago
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