Trust Officer

A well-established independent trust and wealth management firm is seeking an experienced Trust Officer to join its growing team in Venice, Florida. This is an excellent opportunity for a trust professional who enjoys building long-term client relationships, administering complex trust and estate structures, and working alongside attorneys, tax professionals, and investment specialists to deliver exceptional client service.

As a Trust Officer, you will be responsible for the day-to-day administration of trust and investment accounts while serving as a trusted advisor to clients and their families. You will work closely with internal investment professionals, external advisors, and other key stakeholders to ensure clients receive a high level of service and support across their wealth, trust, and estate planning needs.

Key Responsibilities

• Administer trust, agency, and retirement accounts, ensuring accurate documentation of transactions and communications.
• Review client portfolios alongside investment professionals to ensure alignment with client objectives and investment policies.
• Conduct annual trust account reviews, including investment performance, fees, transactions, and risk considerations.
• Assist clients with trust and estate planning solutions and wealth transfer strategies.
• Review and interpret trust and estate documents.
• Prepare research, reports, and presentations for client meetings and account reviews.
• Develop and maintain strong client relationships through proactive communication and responsive service.
• Build relationships with attorneys, CPAs, real estate professionals, business owners, and other professional referral sources.
• Network within the community to identify new business development opportunities.
• Contribute to a collaborative office environment and support the broader team as needed.

Qualifications

• Bachelor's degree or equivalent professional experience.
• CFP®, CTFA, or J.D. designation preferred.
• 3 years of experience within the trust, fiduciary, private wealth, or wealth management industry.
• Knowledge of trust and estate administration and corporate trustee responsibilities.
• Experience managing client relationships within a trust administration or wealth advisory environment.
• Understanding of investment and portfolio management concepts.
• Familiarity with tax considerations affecting individuals and trusts.
• Strong organisational, communication, and client service skills.
• Ability to manage multiple priorities in a fast-paced environment.

Compensation

Base salary: $135,000 - $150,000

Equal Opportunity Statement

This position is open to all qualified applicants. Our client does not discriminate on the basis of race, color, national origin, citizenship status, religion, sex, age, disability, or any other protected characteristic under applicable federal law.