Senior Trust Officer

Requirements Bachelor’s Degree required 8+ years of experience in wealth or trust administration High ethical standards and excellent judgment Excellent organizational, communication, and client service skills Ability to prioritize, juggle a variety of tasks, operate independently, pay attention to detail, and interact with staff at all levels Positive attitude, team player, and willingness to accept new assignments and pitch-in Self-motivated with ability to work independently and as a member of a larger team Knowledge of trust law, estate administration, and fiduciary standards Strong communication, analytical, and organizational skills Proficiency with Microsoft Office and trust systems Certified Trust & Financial Advisor (CTFA) and/or Trust School desirable, but not required Core Competencies Demonstrates expertise in trust administration, estate management, and fiduciary standards while ensuring compliance with legal regulations. Excels in client relationship management, proactive communication, and delivering high-quality client service. Highest-signal resume keywords Wealth Administration Experience Trust Law Knowledge Fiduciary Standards Compliance Client Relationship Management Certified Trust & Financial Advisor (CTFA) ATS Optimization Keywords Hard Skills Trust Administration Estate Administration Regulatory Compliance Account Review Document Interpretation Valuation Coordination Tax Filing Coordination Investment Review Risk Management Analytical Skills Soft Skills Excellent Judgment Organizational Skills Communication Skills Attention to Detail Team Player Certifications & Qualifications Certified Trust & Financial Advisor (CTFA) Trust School Industry Keywords Trusts Estates Investment Agencies Custody Accounts Legal Documents Compliance Client Service Project Coordination Independent Judgment Beneficiary Needs Tools & Technologies Microsoft Office Trust Systems Administer a portfolio of trusts, estates, investment agencies, and custody accounts Interpret trust instruments, wills, and legal documents Ensure compliance with applicable laws and regulations Conduct ongoing account reviews Serve as primary contact for clients and beneficiaries Provide proactive communication and guidance Generate new business opportunities Complete administrative, investment, and compliance reviews Work with internal audit, compliance, and legal teams Coordinate projects and participate in project activities Coordinate valuations, tax filings, and distributions Exercise independent judgment, interpret complex documents, evaluate beneficiary needs, and communicate sensitive information appropriately Serve as a relationship manager and trusted advisor to clients, beneficiaries, attorneys, accountants, and internal partners Ensure high-quality client service, fiduciary standards, regulatory compliance, risk management, and prudent oversight of assets #J-18808-Ljbffr