Personal Trust Officer

Responsibilities of the

• Manage the daily administration of trust accounts, ensuring accurate account setup, required documentation, and compliance with governing documents and state regulations
  
• Perform regular account reviews to confirm accurate asset classification, tax reporting, and adherence to trust provisions
  
• Build and maintain strong relationships with clients, beneficiaries, financial advisors, and investment teams to ensure responsive, high-quality service
  
• Identify and resolve complex trust and tax issues, consulting with management or internal resources when needed
  
• Exercise sound fiduciary judgment in reviewing new business opportunities and participating in trust-related committees
  
• Contribute to client retention and business development efforts by recognizing opportunities to expand services within client base
  
• Stay informed on fiduciary and trust laws applicable to Florida to ensure compliant administration and risk management for all assigned accounts
  

Qualifications for the

• 5-7 years of personal trust administration experience
  
• Manages detailed transactional tasks efficiently in a fast-paced environment while prioritizing client and partner service
  
• Collaborates across functional areas to achieve objectives while maintaining a big-picture orientation
  
• Understands various investment types and strategies, interpreting and applying policies accurately
  
• Exercises independent judgment in non-routine decisions, escalates complex issues appropriately, and communicates effectively at all levels while remaining active in professional organizations
  
• Bachelor�s degree required; CTFA certification preferred
  

Compensation for the

• Salary: $140,000k/yr
  
• Comprehensive Benefits: Medical, Dental, Vision, 401K, PTO, Sick Leave if required by law, and Holidays
  

Keywords: personal trust officer, trust administration, fiduciary services, trust account management, relationship management, client relationship management, estate planning, trust compliance, wealth management, financial services, trust operations, high net worth, financial planning, tax and trust reporting, trust documentation, risk management, distributions, account reviews,

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