Trust Officer
Trust Officer
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
A premier financial services firm is confidnetially seeking a Trust Officer to manage highnetworth trust accounts with precision and confidentiality.
**Responsibilities:**
Administer trusts per agreements and laws.
Serve as trusted liaison for clients and advisors.
Manage assets distributions and tax duties.
Ensure regulatory compliance and record accuracy.
Collaborate with legal/tax professionals discreetly.
**Qualifications:**
Bachelors degree (finance law or related); CTFA CFP or JD preferred.
3 years in trust administration or wealth management.
Deep knowledge of trust/estate laws and investments.
Exceptional discretion communication and organizational skills.
Proficient in trust software and MS Office.
**Offerings:**
Competitive pay and benefits (health 401(k) etc.).
Professional growth in a prestigious firm.
Flexible work options.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
