Private Trust Officer

Private Trust Officer

West Palm Beach, FL | Hybrid 4/1 | Competitive Base (DOE) plus bonus (Great Upside)

About the Opportunity

We’ve partnered with a boutique fiduciary firm seeking a Senior Private Trust Officer to oversee high-net-worth trust relationships and deliver a personalized fiduciary experience to clients, beneficiaries, and advisors.

This role combines sophisticated trust administration with relationship management and fiduciary leadership in a collaborative, client-focused environment.

The organization differentiates itself through lower account volumes and dedicated Trust Administrator support, allowing officers to focus on client service, fiduciary judgment, and complex relationship management.

Highlights

• Dedicated Trust Administrator support
• Collaborative leadership team
• Minimal travel

Ideal Background

• 7 years of fiduciary/trust administration experience
• Strong trust & estate planning knowledge
• Experience working with HNW families and advisors
• Fiduciary taxation and risk management exposure
• Strong relationship management style
  

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com