Senior Trust Officer

Overview

Our client, a well-established commercial bank, is seeking an experienced Senior Trust Administration Officer to manage and oversee a portfolio of complex trust and fiduciary relationships. This role is responsible for ensuring compliance with legal, regulatory, and fiduciary standards while providing high-quality service to clients and beneficiaries.

Key Responsibilities

• Administer a portfolio of personal, charitable, and corporate trusts in accordance with governing documents and applicable laws.
• Serve as the primary contact for clients, beneficiaries, and internal partners, addressing inquiries and resolving issues promptly.
• Review and interpret trust instruments, wills, and other legal documents to ensure proper administration.
• Coordinate with investment, tax, and legal professionals to ensure accurate management of trust assets.
• Monitor trust account performance, distributions, and reporting to maintain compliance and meet client objectives.
• Identify and mitigate fiduciary risks; ensure adherence to internal policies and external regulations.
• Mentor and provide guidance to junior trust officers and administrative staff.
• Participate in trust committee meetings and contribute to policy and process improvements.

Qualifications

• Bachelor’s degree in business, finance, accounting, or a related field.
• Minimum of 7–10 years of experience in trust administration or fiduciary services, preferably within a commercial bank or trust company.
• Strong knowledge of trust law, estate planning, fiduciary accounting, and relevant tax considerations.
• Proven ability to manage complex relationships and sensitive client matters with discretion and professionalism.
• Excellent analytical, organizational, and communication skills.
• Professional designations such as CTFA or equivalent are preferred but not required.

Compensation

Competitive base salary and performance-based incentives, commensurate with experience. Comprehensive benefits package included.