Senior Trust Officer

Senior Trust Officer
Lake Clark Shores, FL | OTE $160,000 | Direct Hire

A boutique fiduciary firm in Palm Beach is looking for a Senior Trust Officer who specializes in Special Needs Trusts. This is a high-touch, relationship-driven role built for someone who brings both technical precision and genuine empathy to their work. If you know SNTs inside and out and you're looking for a place where that expertise is truly valued, this is worth your attention.

What You'll Do

• Serve as the primary relationship lead for a portfolio of Special Needs Trusts and complex fiduciary accounts
• Administer trusts in accordance with governing documents, fiduciary standards, and applicable regulations
• Guide families and caregivers through distribution decisions with a clear understanding of SSI, Medicaid, and other public benefit considerations
• Build long-term relationships with beneficiaries, family members, estate planning attorneys, and financial advisors
• Interpret trust documents and ensure thoughtful, compliant execution of fiduciary responsibilities
• Partner with internal investment and operations teams to deliver a seamless client experience
• Anticipate client needs, identify potential risks, and provide proactive guidance in sensitive situations
• Contribute to the continued growth of a specialized special needs trust practice

What You Bring

• 8 years of trust administration experience, including meaningful exposure to Special Needs Trusts
• Strong working knowledge of fiduciary principles, trust operations, and regulatory requirements
• Deep understanding of public benefits, including SSI and Medicaid, and how they interact with trust structures
• Exceptional relationship management skills with families navigating complex life circumstances
• Experience collaborating with attorneys, financial advisors, and other professional partners
• CTFA preferred; JD or CFP a plus

Benefits

• Competitive base salary: $130,000 - $155,000 depending on experience
• Target bonus: 12%
• Medical, dental, vision and life insurance
• 401k retirement plan
• Paid time off and holidays
• A chance to work hands on with your clients in a firm that cares for each and every one of their employees

Positions like these don't stay open, apply now and take the first step into your next big career move.

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