Trust Officer

We are partnering with a highly reputable independent Trust Company that is seeking an experienced Trust Officer to join its team. This is a rare opportunity to step into a well‑established, professional environment where trust administration, client service, and collaborative teamwork are central to the organisation’s success.

The Trust Officer will be responsible for the day‑to‑day administration of a variety of trust and agency accounts, maintaining strong client relationships, and delivering high‑quality service. The role requires close collaboration with internal advisers, investment managers, and external professionals, including attorneys and tax advisers, to support the development and implementation of financial and estate planning strategies.

Key Responsibilities

• Administer trust and agency accounts, ensuring accurate documentation of all transactions and communications
• Review client portfolios with portfolio managers to ensure alignment with client objectives and asset allocation targets
• Conduct annual trust account reviews, including investments, fees, transactions, and risk assessments
• Contribute to trust and estate planning strategies and wealth transfer solutions as part of the client’s advisory team
• Review and interpret trust and estate documents
• Research and prepare materials for client review meetings, including account summaries and estate planning updates
• Deliver a high standard of client service through proactive relationship management and timely resolution of client enquiries
• Build relationships with centres of influence across the region, such as attorneys, CPAs, realtors, community leaders, and business owners
• Actively network to identify prospective clients and new business opportunities
• Support general office operations to help maintain an organised and high‑performing team environment
• Contribute positively to a collaborative, office‑based workplace culture

Preferred Qualifications

1. Bachelor’s degree or equivalent professional experience; CFP, CTFA, or J.D. certifications are advantageous
2. Minimum of 3 years’ experience within the Trust or Wealth Management sector
3. Knowledge of trust and estate administration, particularly as related to corporate trustee and personal representative duties in the particular jurisdiction
4. Experience managing client relationships in a trust administration or wealth advisory capacity
5. Basic understanding of portfolio management principles
6. Working knowledge of tax considerations for individuals and trusts
7. Strong client service skills with the ability to manage multiple tasks effectively
8. Excellent written and verbal communication skills