Now Hiring: Trust Officer – Immediate Opening Position Available In Collier, Florida
Tallo's Job Summary: The Trust Officer position in Naples requires administering fiduciary accounts, managing relationships, and ensuring regulatory compliance. Qualifications include a finance or business degree, 3-5 years of trust experience, and strong communication skills. Preferred qualifications include CTFA or CPA designation. Join a respected financial institution known for excellence and client service. Contact Kaleb McCarty for more information.
Job Description
NOW HIRING
TRUST
OFFICER – IMMEDIATE OPENING IN NAPLES
Date Posted:
Monday, April 28, 2025
?
Job Snapshot
Employee Type:
Permanent
Location:
Florida , Naples
Date Posted:
Monday, April 28, 2025
Job Description
Job Title:
Trust Officer
Position Summary:
The Trust Officer is responsible for the comprehensive administration of fiduciary accounts, including personal trusts, estates, investment management accounts, and agency arrangements. This position requires a strong working knowledge of trust law, estate planning, and regulatory compliance. The Trust Officer serves as a primary relationship manager, ensuring the delivery of exceptional client service while mitigating fiduciary risk and adhering to governing instruments and applicable laws.
Key Responsibilities:
Administer a portfolio of complex fiduciary accounts in accordance with the terms of governing documents, applicable laws, and internal policies
Serve as a trusted advisor and relationship manager to clients, beneficiaries, attorneys, and other external stakeholders
Conduct periodic account reviews and ensure fiduciary duties are fulfilled in compliance with internal standards and regulatory requirements
Interpret and implement trust documents, wills, powers of attorney, and other legal instruments
Collaborate with internal partners across wealth management, investments, tax, and legal teams to provide a holistic client experience
Participate in business development initiatives, including client onboarding, cross-selling of services, and referral generation
Monitor and address potential risk exposures and maintain current knowledge of trust law and regulatory updates
Required Qualifications:
Bachelor’s degree in finance, accounting, business, or related field
Minimum of 3-5 years of trust administration or fiduciary experience
Strong understanding of estate planning, trust law, and fiduciary principles
Excellent communication skills, both verbal and written, with an ability to explain complex financial and legal matters to clients
High attention to detail with strong organizational and analytical skills
Demonstrated ability to build and maintain high-net-worth client relationships
Preferred Qualifications:
CTFA (Certified Trust and Fiduciary Advisor), JD, CPA, or CFP designation preferred
Experience using trust accounting systems (e.g., SEI, FIS, or similar platforms)
Familiarity with high-net-worth client service expectations in a regulated environment
Why Join Us?
We are a forward-thinking financial institution with a long-standing reputation for fiduciary excellence and client-centric service. Our team-oriented environment fosters professional growth, innovation, and integrity. Join us and contribute to the delivery of best-in-class wealth and fiduciary solutions.
For additional information on this opportunity, please contact Kaleb McCarty directly at (954) 526-6131. RESUMES with RECENT accomplishments may be sent to kaleb.mccarty@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
