Wealth Management Trust Officer

ABOUT THE ORGANIZATION

The mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. The organization serves clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Their team is close-knit, community-minded, and committed to doing right by their clients and each other.

WHAT YOU’LL DO

As a Trust Officer, you will serve as a trusted advisor to high‑net‑worth clients, overseeing the administration of complex trust accounts and ensuring alignment with fiduciary standards, regulatory requirements, and each client’s long‑term financial objectives. You’ll build deep, meaningful relationships while guiding clients, beneficiaries, and internal partners through the intricacies of trust management with clarity, professionalism, and care.

Day-to-Day Responsibilities

• Administer a portfolio of trusts, estates, and agency accounts in accordance with governing documents, state and federal regulations, and company policies.

• Serve as the primary relationship manager for clients and beneficiaries, providing guidance on trust terms, distributions, tax considerations, and estate planning matters.

• Review and interpret trust instruments, wills, and related legal documents to determine appropriate administrative actions.

• Coordinate with investment, tax, legal, and compliance partners to ensure cohesive, high‑quality service across all accounts.

• Monitor account activities, investment performance, cash flow needs, and distribution schedules to ensure accuracy and proactive oversight.

• Identify risks or compliance issues and address them promptly, escalating concerns as needed to protect client and company interests.

• Cultivate new business opportunities through exceptional service, referrals, and meaningful participation in client and community engagement efforts.

What We Are Looking For

• Bachelor’s degree in finance, business, accounting, or a related field.

• 7+ years of trust administration, estate planning, or fiduciary services experience, ideally within a bank, trust company, or wealth management environment.

• Strong understanding of fiduciary law, trust structures, estate settlement processes, tax considerations, and investment concepts.

• Demonstrated ability to manage complex client relationships with discretion, clarity, and empathy.

• Excellent analytical, organizational, and document‑interpretation skills with high attention to detail.

• Proven ability to partner effectively with legal, investment, tax, and compliance teams.

Nice-to-Have Requirements

• CTFA designation or progress toward certification.

• Experience working with Florida-specific trust laws and regulations.

• Familiarity with trust accounting systems and wealth management software.

WHY YOU’LL LOVE WORKING HERE

Working here feels like being part of something meaningful. You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve.

• Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at employee cost.

• Financial Benefits: Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP).

• Work-Life Balance: Generous PTO, paid holidays, hybrid policy, and a supportive team culture.

• Wellbeing: Access to mental health resources and wellness initiatives.

• Culture: We host annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.

Reports to: Trust Officer

Department: Fiduciary Services

Employment Type: Full-time / Onsite (Remote 2x/month)

Location: Naples, FL OR Fort Myers, FL