Trust Officer

Responsibilities

• Day-to-Day Responsibilities
• Administer a portfolio of trusts, estates, and agency accounts in accordance with governing documents, state and federal regulations, and company policies.
• Serve as the primary relationship manager for clients and beneficiaries, providing guidance on trust terms, distributions, tax considerations, and estate planning matters.
• Review and interpret trust instruments, wills, and related legal documents to determine appropriate administrative actions.
• Coordinate with investment, tax, legal, and compliance partners to ensure cohesive, high‑quality service across all accounts.
• Monitor account activities, investment performance, cash flow needs, and distribution schedules to ensure accuracy and proactive oversight.
• Identify risks or compliance issues and address them promptly, escalating concerns as needed to protect client and company interests.
• Cultivate new business opportunities through exceptional service, referrals, and meaningful participation in client and community engagement efforts.

Requirements

• Bachelor's degree in finance, business, accounting, or a related field.
• 7+ years of trust administration, estate planning, or fiduciary services experience, ideally within a bank, trust company, or wealth management environment.
• Strong understanding of fiduciary law, trust structures, estate settlement processes, tax considerations, and investment concepts.
• Demonstrated ability to manage complex client relationships with discretion, clarity, and empathy.
• Excellent analytical, organizational, and document‑interpretation skills with high attention to detail.
• Proven ability to partner effectively with legal, investment, tax, and compliance teams.
• Nice-to-Have Requirements
• CTFA designation or progress toward certification.
• Experience working with Florida-specific trust laws and regulations.
• Familiarity with trust accounting systems and wealth management software.
• WHY YOU'LL LOVE WORKING HERE
• Working here feels like being part of something meaningful. You'll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve.
• Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at employee cost.
• Financial Benefits : Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP).
• Work-Life Balance: Generous PTO, paid holidays, hybrid policy, and a supportive team culture.
• Wellbeing : Access to mental health resources and wellness initiatives.
• Culture : We host annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.
• Reports to: Trust Officer
• Department: Fiduciary Services
• Employment Type: Full-time / Onsite (Remote 2x/month)
• Location: Naples, FL OR Fort Myers, FL

Benefits

Additional Information

ABOUT THE ORGANIZATION The mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. The organization serves clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Their team is close-knit, community-minded, and committed to doing right by their clients and each other.

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