Senior Trust Officer

Hiring Range: $140,401 - $229,103. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.

About the Role

The Senior Trust Officer is responsible for the effective administration of personal trust accounts, estate settlements, investment agency accounts, and other fiduciary relationships. This role ensures high-quality client service, adherence to fiduciary standards, regulatory compliance, risk management, and the prudent oversight of assets. The Trust Officer serves as a relationship manager and trusted advisor to clients, beneficiaries, attorneys, accountants, and internal partners.

Responsibilities

• Administer a portfolio of trusts, estates, investment agencies, and custody accounts.
• Interpret trust instruments, wills, and legal documents.
• Ensure compliance with all applicable laws and regulations.
• Conduct ongoing account reviews.
• Serve as primary contact for clients and beneficiaries.
• Provide proactive communication and guidance.
• Generate new business opportunities.
• Complete required administrative, investment, and compliance reviews.
• Work with internal audit, compliance, and legal teams.
• Coordinate valuations, tax filings, and distributions.
• Apply strong independent judgment to interpret complex documents, evaluate beneficiary needs, and communicate sensitive information appropriately.

Requirements

• High ethical standards and excellent judgment.
• Excellent organizational, communication, and client service skills.
• Ability to prioritize, juggle a variety of tasks, operate independently, pay attention to detail, and interact with staff at all levels.
• Positive attitude, team player, and willingness to accept new assignments and pitch-in.
• Self-motivated with ability to work independently and as a member of a larger team.

Qualifications

• Bachelor’s Degree required.
• 8+ years of experience in wealth or trust administration.
• Certified Trust & Financial Advisor (CTFA) and/or Trust School desirable, but not required.

Skills

• Knowledge of trust law, estate administration, and fiduciary standards.
• Strong communication, analytical, and organizational skills.
• Proficiency with Microsoft Office and trust systems.

Benefits

Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.