Senior Trust Officer - Estate & Death Settlement

Senior Trust Officer - Estate & Death Settlement Scottsdale, Arizona Direct Hire $155000 / Job Description Location: Scottsdale, AZ Compensation: $130,000 – $155,000 Base Salary + 12% Incentive Bonus Schedule: 4 Days In Office | Remote Fridays Position Overview A boutique fiduciary and wealth services organization is seeking a highly experienced Senior Trust Officer specializing in Estate & Death Settlement. This individual will serve as the lead fiduciary and relationship manager on complex estate settlement engagements, guiding families, beneficiaries, attorneys, and advisors through sensitive administration processes with professionalism, empathy, and technical expertise. This is a high-touch, relationship-driven role focused on fiduciary oversight, estate administration, probate coordination, and risk management. The ideal candidate will possess deep trust and estate administration experience, strong fiduciary judgment, and the ability to navigate emotionally sensitive family situations while ensuring accurate and compliant estate execution. The role offers dedicated Trust Administrator support, allowing Senior Trust Officers to focus on client relationships, fiduciary decision-making, and complex trust administration rather than day-to-day administrative processing. Why This Opportunity Stands Out Dedicated Trust Administrator support structure Lower account loads (approximately 100–150 accounts per officer) Ability to focus on: Client relationships Fiduciary oversight Complex trust and estate matters Collaborative, relationship-focused team environment Leadership team committed to positive culture transformation and work-life balance Hybrid flexibility with minimal travel requirements Key Responsibilities Estate & Trust Administration Serve as the primary fiduciary and relationship lead for estate and trust settlement engagements Administer estates from intake through final distribution, including: Asset gathering Asset valuation Account closures Final distributions Interpret wills, trust documents, and estate plans to ensure accurate execution and compliance Coordinate probate processes with estate attorneys and court systems as necessary Oversee payment of: Debts Taxes Expenses Estate obligations Client & Beneficiary Relationship Management Manage communications with beneficiaries and families with empathy, professionalism, and emotional intelligence Partner closely with: Estate planning attorneys Tax professionals Financial advisors Internal trust administration teams Deliver a white-glove, high-touch client experience throughout sensitive estate settlement matters Risk Management & Fiduciary Oversight Identify and proactively manage: Fiduciary risk Delays Beneficiary disputes Administrative challenges Maintain detailed fiduciary records, reporting, and documentation Ensure compliance with fiduciary standards, trust regulations, and estate administration requirements Required Qualifications 8+ years of trust and estate administration experience Strong experience with: Estate settlement Death settlement administration Probate coordination Fiduciary oversight Deep understanding of: Fiduciary principles Estate administration workflows Regulatory requirements Trust document interpretation Strong knowledge of: Estate tax coordination Fiduciary income taxation Gift and Generation-Skipping Transfer Tax (GSTT) concepts Federal and state trust taxation issues UPIA principles Proven risk management and client relationship management skills Exceptional communication skills and emotional intelligence Ability to manage multiple complex matters simultaneously while maintaining high attention to detail Preferred Qualifications CTFA designation preferred JD or CPA strongly preferred Experience working directly with estate attorneys, courts, and external advisors Strong background in fiduciary taxation and filing requirements Team Structure & Reporting Reports to Regional Trust Manager Ultimately aligned under senior trust leadership structure Supported by dedicated Trust Administrator resources 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 Share: Job Summary Published: 8/6/2026 Type: Direct Hire Location: Scottsdale, Arizona Category: Other Area(s) 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