Paralegal | Estate Administration | 147718

Mission Recruiting is partnering with a respected law firm seeking an experienced Trust Officer to oversee the administration and management of personal trusts estates and fiduciary accounts. This position is ideal for a professional who thrives at the intersection of client service fiduciary law and wealth management.

As a Trust Officer youll play a vital role in ensuring each trust and estate is managed with precision care and compliance while providing trusted guidance to clients beneficiaries and co-fiduciaries.

Key Responsibilities

Fiduciary Administration

• Administer a portfolio of trusts estates guardianships and agency accounts in compliance with governing documents laws and internal policies.
• Oversee asset collection valuation and distribution for trusts and estates.
• Maintain detailed records reports and required fiduciary filings.

Client Relationship Management

• Serve as the primary point of contact for clients beneficiaries and co-fiduciaries.
• Provide clear guidance on trust provisions distributions and fiduciary procedures.
• Build and maintain long-term client relationships through responsive proactive service.

Risk & Compliance

• Ensure all fiduciary actions align with internal controls regulations and applicable trust laws.
• Identify potential compliance risks and coordinate with internal legal and audit teams.

Collaboration

• Partner with wealth advisors portfolio managers and tax professionals to provide comprehensive client solutions.
• Coordinate with attorneys and accountants on complex estate and trust matters.
• Support business development by identifying opportunities to expand client relationships.

Estate Administration

• Manage probate and estate settlement processes ensuring timely and accurate completion.
• Work with executors beneficiaries and legal counsel to facilitate estate distribution.

Qualifications

• Bachelors degree required; JD CPA or CTFA preferred.
• 37 years of experience in trust administration estate settlement or fiduciary services.
• Strong knowledge of trust and estate law fiduciary principles taxation and financial planning.
• Excellent communication analytical and problem-solving skills.
• High attention to detail and strong organizational ability.
• Proficiency in trust accounting systems and Microsoft Office Suite.

Compensation

• $75000-$110000
• Potential for discretionary and performance-based bonuses

Benefits

• Health dental & vision insurance
• PTO and sick leave
• 401(k) with matching or profit sharing
• Life insurance policy
• Professional development opportunities

Why Join

This is a unique opportunity to join a highly regarded fiduciary team known for integrity professionalism and exceptional client service. Youll have the autonomy to manage complex trust relationships while collaborating with top-tier financial and legal professionals.

Salary Range: $75000 - $110000

Reference: 147718