Trust Officer

Trust OfficerCornerstone Private Asset Trust Company is a boutique firm built on relationships, flexibility, and a shared commitment to doing what's best for our clients. We operate as a highly collaborative team where everyone contributes, supports one another, and steps in where needed - regardless of title.As part of the BGM Group, we partner across tax, wealth management, and advisory services to deliver a fully integrated client experience. Internally, that same collaboration defines how we work - without silos or rigid role boundaries.Trust and estate services are at the core of what we do. We work closely with individuals and families to administer trusts, manage assets, and ensure their long-term goals are carried out with care and precision.We are seeking an experienced, relationship-focused Trust Officer to manage trusts, estates, and other fiduciary accounts while helping grow and deepen client relationships.This role combines technical fiduciary knowledge with client service, business development, risk management, and team leadership. The ideal candidate is client-focused, analytical, detail-oriented, and confident making sound decisions while maintaining the highest standards of ethics and confidentiality.You will serve as a trusted relationship manager for a book of fiduciary clients, overseeing trust and estate administration while identifying opportunities to deepen relationships and develop new business. You will partner with clients, professional advisors, internal business partners, and the market team to deliver a strong client experience and expand Cornerstone relationships.Success in this role requires strong fiduciary expertise, exceptional communication skills, sound judgment, business-development acumen, and the ability to identify and manage risk in a collaborative environment.Manage trusts, estates, and other fiduciary accounts for clients within an assigned book of business.Combine technical fiduciary knowledge with client discovery to enhance and deepen existing client relationships.Maintain current knowledge of and comply with applicable laws and regulations, policies, and procedures.Identify and mitigate potential risk issues and engage appropriate internal personnel as needed.Delegate appropriate tasks to Trust Administration support staff.Develop and maintain relationships with community contacts and professional advisors to identify and win new business opportunities.Build and maintain a pipeline of clients and opportunities through referrals from current clients, internal business partners, and centers of influence.Partner with the market team to develop strategies and marketing programs designed to enhance the client experience.Mentor and support team members on trust and estate products and services.Collaborate with Trust Administration support staff and internal partners to deliver coordinated client service.Use sound judgment and clear communication when making fiduciary decisions and addressing client needs.Contribute to a team environment grounded in accountability, professionalism, and client focus.Bachelor's degree from a four-year college or university, or an equivalent combination of education and experience.Four to nine years of trust and fiduciary experience with an emphasis on client service, business development, and trust administration.Advanced degree or professional certification such as J.D., CTFA, or CPA preferred.Local market experience preferred.Exceptional verbal, written, and interpersonal communication skills.Strong client focus, attention to detail, analytical skills, and decision-making ability.Maintain confidentiality.Uphold Cornerstone's mission, vision, and values.Follow policies, procedures, and internal controls with ethics and integrity.Demonstrate ethical decision-making and accountability.Observe safety and security procedures.Maintain dependable attendance and ensure responsibilities are covered when absent.You have meaningful trust and fiduciary experience and enjoy serving as a trusted advisor to clients.You are energized by building relationships, developing business, and expanding referral networks.You bring strong technical fiduciary knowledge and sound judgment to trust and estate administration.You communicate clearly, identify risk thoughtfully, and take ownership of decisions.You enjoy mentoring colleagues and contributing to a highly collaborative team.You value being active in the local professional and broader community.Meaningful Work: Help clients and families carry out long-term goals through thoughtful trust and estate administration.Collaborative Culture: Work alongside experienced professionals in a supportive and team-oriented environment.Professional Impact: Build trusted relationships with clients, professional advisors, and community partners while helping grow our fiduciary business.Comprehensive Benefits: Competitive benefits package including health, dental, vision, life insurance, disability coverage, paid time off, paid holidays, and 401(k).Flexibility & Support: Join a workplace that values collaboration, autonomy, and work-life balance.We encourage you to apply. We're looking for individuals who bring the right combination of fiduciary experience, professionalism, relationship-building skills, sound judgment, and commitment to exceptional client service. If you're excited about helping clients preserve their legacies while growing trusted relationships, we'd love to hear from you.Cornerstone Private Asset Trust Company, LLC is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are based on qualifications, merit, business needs, and individual performance without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.We value diversity and believe that different perspectives strengthen our team, enhance innovation, and improve the service we provide to our clients and communities.