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Job Requirements of Trust Officer:
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Employment Type:
Full-Time
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Location:
Boca Raton, FL (Onsite)
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Trust Officer
Job Title: Trust Officer
Location: Boca Raton, FL or West Palm Beach, FL (Hybrid/Onsite)
Employment Type: Full-time
About the Role
We are seeking an experienced Trust Officer to join our team in South Florida. The ideal candidate will have a strong background in trust administration, estate planning, and fiduciary account management. This role requires a balance of technical expertise and relationship management skills to provide exceptional service to high-net-worth clients and their families.
Responsibilities:
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Administer a portfolio of trusts, estates, IRAs, and agency accounts in accordance with governing documents and fiduciary standards.
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Serve as the primary relationship manager for clients, beneficiaries, and external advisors.
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Coordinate with legal, tax, and investment professionals to deliver comprehensive wealth management solutions.
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Ensure compliance with all fiduciary regulations, policies, and procedures.
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Review trust documents and oversee disbursements, reporting, and recordkeeping.
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Participate in new business development by fostering client referrals and supporting business growth initiatives.
Qualifications:
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Bachelor’s degree in Finance, Business, Accounting, or related field; JD, CPA, or CTFA designation preferred.
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5+ years of experience in trust administration, estate planning, or fiduciary services.
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Strong knowledge of fiduciary laws, estate settlement, and wealth transfer strategies.
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Excellent communication and relationship management skills.
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High level of integrity, discretion, and client service orientation.
Compensation & Benefits:
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Competitive base salary ($85K–$100K, commensurate with experience).
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Performance-based incentives.
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Comprehensive benefits package including health, retirement, and paid time off.
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Brilliant Staffing, LLC is an Equal Opportunity Employer and encourages applications from all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.