Senior Trust Officer

The role

The Senior Trust Officer administers complex and high-value trust relationships. This leader exercises fiduciary judgment and serves as a subject-matter authority within the Fiduciary Team.

What you will do

• Administer complex and multi-generational trust relationships
• Serve as primary relationship lead for high-value trust clients and beneficiaries
• Exercise fiduciary discretion regarding distributions and trust modifications
• Provide senior-level guidance on fiduciary risk and compliance
• Partner with investment, legal, tax, and operations teams
• Serve as escalation authority for high-risk or sensitive fiduciary matters
• Contribute to refinement of fiduciary policies, standards, and best practices
• Represent the firm in high-level client meetings and professional engagements
• Perform other duties as assigned

Required qualifications

• 10+ years of experience in trust administration within a trust company or fiduciary-focused wealth management firm
• Deep expertise in fiduciary law, trust structures, and regulatory requirements
• Demonstrated ability to manage complex and high-value fiduciary relationships independently
• Strong risk management mindset and sound fiduciary judgment
• Executive-level communication skills and client presence
• Unwavering commitment to fiduciary integrity and ethical standards

Nice to have

• Bachelor’s degree in finance, business, accounting, or related field
• Juris Doctor (JD) or Master’s degree in business or related discipline
• Professional fiduciary certification such as CTFA or similar designation
• Experience participating in fiduciary or governance committees

Benefits

• 90% employer-paid medical coverage
• Dental and vision plans available at employee cost
• Employer-supported 401(k) safe harbor contribution
• Employee Stock Ownership Plan (ESOP)
• Generous PTO
• Paid holidays
• Hybrid policy (3 days/month)
• Access to mental health resources and wellness initiatives
• Annual team events
• Community involvement opportunities

About the company

This is an independent trust company built on relationships. They serve clients across Southwest Florida with investment management, trust, and estate services.