Certified Trust and Fiduciary Advisor (CTFA)

Certified Trust and Fiduciary Advisor (CTFA) The MOHR Enterprises LLC Paradise Valley, AZ Job Details $130,000 - $155,000 a year 1 day ago Qualifications Client onboarding Law

CPA CTFA

Trust administration 8 years Doctor of Law (JD) Customer relationship management Organizational skills Relationship management Senior level Estate planning Communication skills Full Job Description Certified Trust and Fiduciary Advisor (CTFA) Paradise Valley, AZ | $130,000-$155,000 Base + Bonus Why This Role is for You This is an opportunity to join a highly respected fiduciary organization where your technical trust expertise and client relationship skills will be highly valued. This role is ideal for a CTFA professional who enjoys working directly with high-net-worth families, advisors, attorneys, and beneficiaries in a collaborative, white-glove environment. What You'll Be Doing Administer complex trust and estate relationships from onboarding through ongoing administration Interpret trust documents, wills, fiduciary agreements, and estate plans Coordinate with attorneys, CPAs, financial advisors, and beneficiaries Oversee fiduciary distributions, account reviews, and risk management processes Assist with estate settlement matters, probate coordination, and tax-related administration Ensure compliance with fiduciary regulations and internal standards Deliver a high-touch client experience during sensitive and complex situations What We're Looking For CTFA designation strongly preferred 8+ years of trust and fiduciary administration experience Strong understanding of fiduciary principles, estate administration, and trust operations Experience working with

HNW/UHNW

clients and multi-generational families Knowledge of fiduciary taxation, probate, and estate planning concepts Excellent communication, professionalism, and relationship management skills JD or CPA is a plus Additional Highlights Hybrid schedule — Fridays remote Dedicated Trust Administrator support structure Lower account volume than many competing firms Strong leadership and collaborative team culture Minimal travel required Competitive compensation and bonus structure MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at #LI-CA1