Senior Trust Officer
About the role
A growing fiduciary platform is seeking a Senior Trust & Estate Relationship Officer to manage sophisticated trust and estate relationships while partnering closely with financial advisors, attorneys, beneficiaries, and high-net-worth families. This role is ideal for someone who enjoys balancing fiduciary oversight with meaningful client interaction in a collaborative, boutique-style environment.
Responsibilities
- Dedicated support structure
- Strong leadership and positive culture
- High-touch fiduciary environment
Requirements
- 8+ years of trust administration experience
- Experience with trusts, estates, IRAs, and fiduciary accounts
- Strong communication and client relationship skills
- Understanding of fiduciary taxation and estate workflows
- CTFA preferred; JD/CPA a plus
Benefits
Unlike many institutions, each Senior Trust Officer is supported by a dedicated Trust Administrator, allowing more focus on relationship management, strategic fiduciary guidance, and complex trust matters.
Pay
$130K - $145K + bonus
Schedule
Hybrid environment
Qualifications
None specified
Skills
None specified
Company Information
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com.