Hybrid Senior Trust Officer

Hybrid Senior Trust Officer Palm Beach, FL | $130,000-$155,000 base + bonus

Schedule:

Hybrid About the Opportunity We're partnering with a boutique fiduciary firm in Palm Beach that supports high-net-worth clients and families through complex trust administration and estate settlement matters. This is a high-trust, client-facing seat for a seasoned trust professional who can run accounts end-to-end, interpret trust documents with precision, and confidently navigate settlement workflows, audits, and fiduciary operations. They're hiring a Senior Trust Officer to own a portfolio and serve as a steady point of contact for beneficiaries, attorneys, and internal partners. If you're the type of trust officer who's meticulous, responsive this is built for you. What You'll Be Doing Administer a portfolio of trust accounts end-to-end, including account opening, ongoing maintenance, and account closing Lead estate and trust settlement processes, coordinating timelines, documentation, and stakeholder communication Conduct annual account reviews, process fees, and manage distributions in alignment with trust terms and fiduciary standards Interpret trust documents and apply provisions accurately to real-world account activity and beneficiary needs Monitor trust operations and compliance, ensuring adherence to fiduciary principles and internal policies Support audits, reconciliations, and regulatory inquiries with clear documentation and strong controls Partner with attorneys, CPAs, and internal teams on probate workflows, settlement requirements, and estate-related considerations Utilize trust accounting/administration systems to maintain clean records, reporting, and account integrity What They're Looking For 7+ years of trust administration experience CTFA designation preferred Strong experience with estate and trust settlement processes Working knowledge of fiduciary principles and trust operations Proven experience administering trust accounts end-to-end (opening, maintenance, closing) Experience with annual account reviews, fee processing, and distributions Ability to interpret trust documents and apply them accurately Experience handling audits, reconciliations, and regulatory inquiries Familiarity with probate processes and estate workflows Working knowledge of estate-related tax considerations Proficiency in trust accounting and administration systems Bachelor's degree or equivalent experience Why You'll Love It There This is a career-defining role for a true trust professional who wants visibility, ownership, and meaningful client impact. You'll have: A senior seat with real portfolio ownership and client trust A stable, specialized environment where technical excellence is respected The chance to be the go-to fiduciary partner on complex trust and settlement matters #

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