Overview As Senior Trust Officer, you will manage a portfolio of fiduciary relationships, ensuring accurate, compliant administration of trusts, estates, and related accounts. You will work with cross-functional teams to deliver coordinated fiduciary solutions and a high-quality client experience. You'll assess discretionary requests, manage risks, and support business growth through strong relationship management. This role offers meaningful impact in wealth management and the opportunity to shape trust services at scale.
Compensation / Benefits- Healthcare (medical, dental, vision)
- Life insurance
- Disability benefits
- Parental leave
- 401(k) retirement plan
- Paid vacation and holidays
Responsibilities- Fiduciary Administration: oversee assigned fiduciary and investment relationships in line with governing documents, laws, standards, bank policies, and regulations
- Client and Beneficiary Experience: foster strong relationships and deliver proactive, accurate client service
- Complex Matter Escalation and Resolution: resolve complex administrative issues and discretionary matters with proper documentation
- Risk Management and Compliance: identify and manage fiduciary, operational, regulatory, financial, and reputational risks with complete records
- Relationship Retention and Growth: promote retention and asset growth through understanding client needs and cross-sell across Wealth Management
- Team-Based Delivery and Partner Coordination: collaborate with Portfolio Managers, trust teams, tax/legal professionals, operations, advisors, and banking partners
- Performance Management Information and Data Quality: maintain accurate documentation and timely system updates
- Market Presence and Enterprise Representation: maintain active presence and advocate for Wealth Trust Services across teams
Key requirements- Bachelor's degree or equivalent experience
- Eight+ years in trust administration, fiduciary services, wealth management, estate administration, or related field
- Knowledge of fiduciary administration, governing-document interpretation, trust products, fiduciary risk, and banking regulations
- Ability to foster a high-performing, client-focused culture
- Judgment in resolving complex client, beneficiary, or risk matters with coordinated decisions and clear documentation
- Strong written and verbal communication, collaboration, analytical, critical-thinking, problem-solving and relational skills
- Client-focused mindset
- Cross-functional collaboration
- Clear and proactive communication
- Fiduciary administration
- Governing-document interpretation
- Fiduciary risk management
