Senior Trust Officer
Senior Trust Officer
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
A leading financial services firm in Tennessee is seeking an accomplished Senior Trust Officer to oversee complex trust portfolios for highnetworth clients delivering exceptional fiduciary expertise with utmost confidentiality.
**Responsibilities:**
Lead administration of sophisticated trust accounts ensuring compliance with legal and fiduciary standards.
Act as primary advisor to ultrahighnetworth clients beneficiaries and counsel.
Oversee asset management distributions and tax strategies.
Drive compliance with regulations and internal protocols.
Mentor junior staff and collaborate with legal/tax/investment experts discreetly.
**Qualifications:**
Bachelors degree (finance law or related); CTFA CFP or JD strongly preferred.
7 years in trust administration or wealth management with seniorlevel experience.
Expert knowledge of trust/estate laws fiduciary duties and investments.
Proven discretion leadership and client relationship skills.
Proficient in trust software and MS Office.
**Offerings:**
Toptier compensation and benefits (health 401(k) etc..
Leadership opportunities in a prestigious firm.
Flexible work arrangements.
Required Experience:
Senior IC
Employment Type
Full-Time
