Wealth Management- Senior Trust Officer
Core
Administer fiduciary relationships and investment accounts for affluent clients, ensuring compliance with governing documents and regulations while managing complex family dynamics and asset distributions.
Role type
Senior Trust Officer (IC)
Builds
Trust and investment accounts, estate settlements, and fiduciary solutions
Domain
Wealth Management / Trust & Estate Administration
Deliverable
client delivery
Required skills
fiduciary judgment, governing document interpretation, complex matter resolution, risk management, relationship management, regulatory compliance
Preferred skills
advanced degree or professional designation (CTFA, ATFA, CFP), trust and estate taxation expertise, special needs trusts knowledge, charitable planning experience
Technologies
systems-of-record, management reporting tools
Responsibilities
Administer assigned fiduciary and investment relationships; build and maintain relationships with clients, beneficiaries, and external advisors; resolve complex administrative and discretionary matters; identify and manage fiduciary and operational risks; promote relationship retention and asset growth; coordinate with internal teams and external partners; maintain accurate documentation and system updates.
Seniority
Senior, hands-on IC