Trust Relationship Officer

About the role

A boutique fiduciary firm in Palm Beach is seeking a Senior Trust Officer specializing in Special Needs Trusts. This role is ideal for someone with 8+ years of trust administration experience, particularly in Special Needs Trusts, who can bring both technical precision and genuine empathy to their work.

Responsibilities

• Serve as the primary relationship lead for a portfolio of Special Needs Trusts and complex fiduciary accounts
• Administer trusts in accordance with governing documents, fiduciary standards, and applicable regulations
• Guide families and caregivers through distribution decisions with a clear understanding of SSI, Medicaid, and other public benefit considerations
• Build long-term relationships with beneficiaries, family members, estate planning attorneys, and financial advisors
• Interpret trust documents and ensure thoughtful, compliant execution of fiduciary responsibilities
• Partner with internal investment and operations teams to deliver a seamless client experience
• Anticipate client needs, identify potential risks, and provide proactive guidance in sensitive situations
• Contribute to the continued growth of a specialized special needs trust practice

Requirements

• 8+ years of trust administration experience, including meaningful exposure to Special Needs Trusts
• Strong working knowledge of fiduciary principles, trust operations, and regulatory requirements
• Deep understanding of public benefits, including SSI and Medicaid, and how they interact with trust structures
• Exceptional relationship management skills with families navigating complex life circumstances
• Experience collaborating with attorneys, financial advisors, and other professional partners
• CTFA preferred; JD or CFP a plus

Qualifications

• BS/BA degree in Finance, Accounting, or related field
• CPFA or CFP certification preferred

Skills

• Special Needs Trust Administration
• Fiduciary Principles and Operations
• Public Benefits Knowledge (SSI, Medicaid)
• Relationship Management
• Collaboration with Professionals

Pay

$130,000 - $155,000 depending on experience

Schedule

Full-time