Senior Trust Officer Position Available In Shelby, Tennessee
Tallo's Job Summary: A leading financial services firm in Tennessee is hiring a Senior Trust Officer to manage complex trust portfolios for high-net-worth clients. Responsibilities include overseeing trust accounts, advising clients, managing assets, and ensuring compliance. Qualifications include a Bachelor's degree, 7+ years of experience in trust administration or wealth management, and strong knowledge of trust/estate laws. The position offers competitive compensation, benefits, leadership opportunities, and flexible work arrangements.
Job Description
Sioux Falls, SD Finance Senior Trust Officer
Senior Trust Officer 360
Headhunter Memphis, TN Posted/Updated:
Today Job Description A leading financial services firm in Tennessee is seeking an accomplished Senior Trust Officer to oversee complex trust portfolios for high-net-worth clients, delivering exceptional fiduciary expertise with utmost confidentiality.
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Responsibilities:
- Lead administration of sophisticated trust accounts, ensuring compliance with legal and fiduciary standards.
- Act as primary advisor to ultra-high-net-worth clients, beneficiaries, and counsel.
- Oversee asset management, distributions, and tax strategies.
- Drive compliance with regulations and internal protocols.
- Mentor junior staff and collaborate with legal/tax/investment experts discreetly.
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Qualifications:
- Bachelor’s degree (finance, law, or related); CTFA, CFP, or JD strongly preferred.
- 7+ years in trust administration or wealth management, with senior-level experience.
- Expert knowledge of trust/estate laws, fiduciary duties, and investments.
- Proven discretion, leadership, and client relationship skills.
- Proficient in trust software and MS Office.
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Offerings:
- Top-tier compensation and benefits (health, 401(k), etc.).
- Leadership opportunities in a prestigious firm.
- Flexible work arrangements.
