Trust Officer

About the role

Brighton Jones Trust Company is seeking a Trust Officer to join our team. This role serves as the primary relationship liaison between clients, advisory teams, and our South Dakota trust administration team.

Responsibilities

• Serve as the primary relationship contact for trust beneficiaries, family members, advisors, attorneys, CPAs, and other professional advisors.
• Review trust documents and account information to develop a thorough understanding of trust provisions, fiduciary responsibilities, beneficiaries, and trust assets.
• Aid in new trust onboarding, including collecting, reviewing, and organizing account documentation to ensure a smooth client experience.
• Coordinate trust administration activities, including beneficiary communications and distribution requests.
• Partner with Brighton Jones advisors and internal team members to deliver integrated trust, estate planning, tax, philanthropic, and family office services.
• Support the administration of trusts in accordance with governing documents, fiduciary standards, and applicable laws while helping identify and escalate issues requiring additional review or guidance.
• Support the Director of Estate Planning on a variety of Family Office trust and estate planning projects, as needed.

Requirements

• 3+ years of experience in trust administration, fiduciary services, private client services, family office services, trust and estate planning, or a related field.
• CTFA preferred.
• Strong understanding of trusts, fiduciary administration, and trust planning concepts.
• Exceptional client service, communication, and relationship management skills.
• Highly organized with strong attention to detail and follow-through.
• Ability to manage multiple client relationships and competing priorities effectively.

Qualifications

• Must have a bachelor’s degree.
• Must be licensed to practice in the state of South Dakota.

Skills

• Trust administration knowledge.
• Client service and relationship management skills.
• Attention to detail.
• Organizational skills.
• Problem-solving abilities.

Benefits

We offer a comprehensive benefits package including fully paid medical, dental, and vision coverage, a 401(k) with a 100% match up to 3% of annual compensation, equity ownership opportunities, financial planning services discount for employees and immediate family members, and more.

Pay

$100K - $150K+ with profit share opportunities.

Schedule

This is an in-office, full-time, and exempt position. We are a work-from-home culture with a lot of flexibility.