Senior Trust Officer – Estate & Death Settlement

Senior Trust Officer – Estate & Death Settlement
Phoenix, AZ | $130,000–$145,000 base 12% bonus(last year bonuses paid over target)
Schedule: Hybrid 

About the Opportunity

We’re partnering with a boutique fiduciary firm that specializes in high-touch estate and trust settlement work. They’re hiring a Senior Trust Officer to take the lead on estate (death) settlement matters—stepping into sensitive, complex situations and driving them from intake through final distribution with precision, empathy, and strong fiduciary judgment.

This role is built for someone who already knows the work: asset gathering, valuations, creditor/tax coordination, beneficiary communication, probate navigation, account closures, and final reporting. If you’re looking for a seat where your expertise is respected and you can own the full process end-to-end, this is that role.

What You’ll Be Doing

• Serve as the lead fiduciary and primary relationship owner on estate and trust settlement engagements
• Administer estates end-to-end: intake ? asset gathering ? valuations ? account closures ? final distributions
• Coordinate with estate planning attorneys, tax professionals, courts, and external advisors throughout administration
• Oversee sequencing and documentation for debts, expenses, and tax payments
• Lead beneficiary communications with clarity, empathy, and professionalism during a difficult life event
• Interpret and execute wills, trust documents, and estate plans accurately and in compliance with fiduciary standards
• Navigate probate as needed, partnering with legal counsel and court processes
• Proactively identify and manage risk, delays, escalations, and stakeholder conflict
• Maintain detailed records, reporting, and documentation aligned with internal controls and fiduciary requirements
• Deliver a white-glove client experience consistent with a boutique firm environment

What They’re Looking For

• 7 years of trust/estate administration experience with strong depth in estate/death settlement
• Strong command of fiduciary principles, regulatory expectations, and settlement workflows
• Experience handling probate coordination with attorneys and courts
• Solid understanding of estate-related tax considerations (estate tax income tax coordination)
• Excellent communication skills and emotional intelligence—comfortable guiding families through sensitive situations
• Highly organized, detail-driven, and able to manage multiple complex matters without things slipping
• Able to operate independently while partnering closely with internal leadership and external stakeholders
• CTFA preferred; JD or CPA a plus

Why This Role

• Meaningful, high-impact work: you’re guiding families through a major transition with structure and calm
• Senior ownership: you’re not a back-office processor—this is lead fiduciary responsibility
• Strong compensation proven bonus payouts tied to performance
• Boutique environment where quality, discretion, and client experience actually matter

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