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GPAC

Trust Officer

Pay: $75,000–$120,000/yr

Posted: 2 weeks ago

Location: 19 locations (Onsite)

Last Updated: 5 days ago

Hours: Full-Time

Expires: 10/9/2026

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Career Insights for Personal Financial Advisor (General)

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$96,499 / year median in Michigan

+3% projected growth

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Job Description

A Trust Officer administers trusts, estates, investment accounts, IRAs, and other fiduciary relationships on behalf of individuals and families. They interpret trust documents, coordinate distributions, maintain regulatory compliance, and collaborate with beneficiaries, attorneys, accountants, and financial advisors. Trust Officers also strengthen existing client relationships and may develop new trust and wealth-management business. This community bank is seeking an experienced Trust Officer to join their team. If you possess exceptional relationship-management skills, sound judgement and clear communication, this could be the opportunity for you!

Salary:

$75,000-$120,000

Annually Trust Officer Responsibilities:

Administer personal trusts, estates, guardianships, investment management accounts, IRAs, and custody relationships in accordance with governing documents and fiduciary requirements. Build strong relationships with clients, beneficiaries, attorneys, accountants, financial advisors, and internal banking partners while delivering highly personalized service. Interpret trust documents, monitor distributions and account activity, complete account reviews, maintain accurate records, and ensure compliance with applicable policies and regulations. Develop new business through professional relationships, client referrals, community involvement, and collaboration with commercial lenders, private bankers, and wealth-management professionals. Ideal candidates will have previous experience in trust administration, estate planning, fiduciary services, wealth management, or a related banking role. A bachelor's degree in finance, accounting, business, economics, or a related discipline is preferred. CTFA, JD, CFP, or other relevant credentials are highly valued but may not be required.

Related titles:

Senior Trust Officer, Trust Administrator, Fiduciary Officer, Personal Trust Officer, Estate Settlement Officer, Wealth Management Trust Officer, Trust Relationship Manager and Private Wealth Trust Officer Ready to explore your next opportunity in

TRUST & WEALTH MANAGEMENT?

Apply today! All conversations are confidential. Contact Caroline Larkin at 712.454.6067 or confidentially send your resume to caroline.larkin@gogpac.com .