Trust Officer

ABOUT THE ORGANIZATION

The mission is to help individuals and families preserve and grow their wealth with integrity transparency and a deeply personal touch. The organization serves clients across Southwest Florida and beyond offering investment management trust and estate services with a boutique feel and institutional strength. Their team is close-knit community-minded and committed to doing right by their clients and each other.

WHAT YOULL DO

As a Trust Officer you will serve as a trusted advisor to highnetworth clients overseeing the administration of complex trust accounts and ensuring alignment with fiduciary standards regulatory requirements and each clients longterm financial objectives. Youll build deep meaningful relationships while guiding clients beneficiaries and internal partners through the intricacies of trust management with clarity professionalism and care.

Day-to-Day Responsibilities

• Administer a portfolio of trusts estates and agency accounts in accordance with governing documents state and federal regulations and company policies.

• Serve as the primary relationship manager for clients and beneficiaries providing guidance on trust terms distributions tax considerations and estate planning matters.

• Review and interpret trust instruments wills and related legal documents to determine appropriate administrative actions.

• Coordinate with investment tax legal and compliance partners to ensure cohesive highquality service across all accounts.

• Monitor account activities investment performance cash flow needs and distribution schedules to ensure accuracy and proactive oversight.

• Identify risks or compliance issues and address them promptly escalating concerns as needed to protect client and company interests.

• Cultivate new business opportunities through exceptional service referrals and meaningful participation in client and community engagement efforts.

What We Are Looking For

• Bachelors degree in finance business accounting or a related field.

• 7 years of trust administration estate planning or fiduciary services experience ideally within a bank trust company or wealth management environment.

• Strong understanding of fiduciary law trust structures estate settlement processes tax considerations and investment concepts.

• Demonstrated ability to manage complex client relationships with discretion clarity and empathy.

• Excellent analytical organizational and documentinterpretation skills with high attention to detail.

• Proven ability to partner effectively with legal investment tax and compliance teams.

Nice-to-Have Requirements

• CTFA designation or progress toward certification.

• Experience working with Florida-specific trust laws and regulations.

• Familiarity with trust accounting systems and wealth management software.

WHY YOULL LOVE WORKING HERE

Working here feels like being part of something meaningful. Youll be surrounded by smart kind and driven colleagues who care deeply about their work and the people they serve.

• Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at employee cost.

• Financial Benefits: Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP).

• Work-Life Balance: Generous PTO paid holidays hybrid policy and a supportive team culture.

• Wellbeing: Access to mental health resources and wellness initiatives.

• Culture: We host annual team events community involvement opportunities and foster a respectful inclusive workplace.

Reports to: Trust Officer

Department: Fiduciary Services

Employment Type: Full-time / Onsite (Remote 2x/month)

Location: Naples FL OR Fort Myers FL

Required Experience:

Unclear Seniority