Trust Officer

Description

Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, professional services, closely held business, local government and not-for-profit. In addition, we offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology, wealth management and trust services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals. Visit our website to see current office locations.

Position Summary

This position is responsible for the management and administration of trust accounts, delivering fiduciary services, and assisting with operational and administrative functions. This role combines direct client-facing responsibilities and engagement with back-office support, ensuring smooth execution of trust services and internal processes.

FLSA Status: Exempt

Requirements

Key Responsibilities:

Trust Administration

• Oversee a portfolio of trust accounts, ensuring compliance with governing documents and fiduciary standards
• Serve as a point of contact for clients, beneficiaries, and advisors
• Coordinate distributions, account reviews, and documentation updates
• Monitor account activity and ensure proper recordkeeping

Client Service & Support

• Respond to client inquiries and provide timely, accurate information
• Oversee and assist in onboarding new accounts and preparing client communications
• Collaborate with relationship managers and senior trust officers in client meetings and follow-ups

Trust Assistant Duties

• Prepare correspondence, reports, and account summaries
• Maintain trust files and ensure documentation is complete and compliant
• Assist with account setup, data entry, and system updates

Operations & Compliance

• Support daily operational tasks such as transaction processing, reconciliations, and reporting
• Assist with internal audits, compliance reviews, and regulatory filings
• Collaborate with IT and operations teams to improve workflows and system efficiency

Team Collaboration

• Work closely with trust officers, administrative staff, and operations personnel
• Participate in team meetings and contribute to process improvement initiatives
• Provide backup support across departments as needed

Qualifications:

• 3-7 years of experience in trust administration, banking, or financial services
• Familiarity with fiduciary principles, trust documentation, and regulatory requirements
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Proficiency in trust accounting systems and Microsoft Office Suite

Preferred Attributes:

• Client-focused with a service-oriented mindset
• Ability to manage multiple tasks and prioritize effectively
• Discreet and professional in handling sensitive information
• Interest in growing within he trust and estate field (CTFA or similar certification a plus)

Working Conditions

Adams Brown Trust Solutions, Inc., promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. - 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

Adams Brown Trust Solutions, Inc. is an Equal Opportunity Employer