This role is designed for a seasoned professional to oversee trust, estate, and agency accounts with precision and care. As a key advisor, you will ensure all administrative actions align with legal documents, regulatory standards, and client goals, while maintaining the highest level of fiduciary responsibility.
Key Responsibilities
- Manage a diverse portfolio of trusts and estates, ensuring adherence to governing instruments, state and federal regulations, and internal policies.
- Act as the primary point of contact for clients and beneficiaries, offering clear explanations of trust provisions, distribution options, and tax implications.
- Analyze wills, trust agreements, and legal forms to determine appropriate actions and timelines for administration.
- Collaborate with investment, tax, legal, and compliance specialists to deliver coordinated, client-centered solutions.
- Monitor account performance, cash flow, and distribution schedules to maintain accuracy and proactive oversight.
- Identify and resolve compliance or operational risks, escalating issues when necessary to protect client and organizational interests.
- Support business growth by fostering trust through service excellence and active community engagement.
Qualifications
A bachelor’s degree in finance, accounting, or a related field is required, along with at least seven years of experience in trust administration, estate planning, or fiduciary services—preferably within a bank, trust company, or wealth management setting. You must have a solid grasp of fiduciary law, estate settlement, tax principles, and investment frameworks.
Strong analytical abilities, discretion in handling sensitive matters, and proven success in managing complex client relationships are essential. Experience interpreting legal documents and coordinating with multidisciplinary teams is a must.
Preferred Attributes
- CTFA certification or active pursuit of designation.
- Familiarity with Florida trust laws and regulations.
- Proficiency with trust accounting platforms and wealth management technology.
Work Environment
This position operates in a hybrid model, based in Naples or Fort Myers, FL, with the flexibility to work remotely up to two days per month. The culture emphasizes integrity, inclusivity, and meaningful client relationships, supported by wellness resources, team events, and opportunities for community involvement.
Compensation and Benefits
The organization offers an Employee Stock Ownership Plan (ESOP), an employer-supported 401(k) safe harbor contribution, and comprehensive medical coverage (90% employer-paid). Additional benefits include dental and vision options, generous paid time off, paid holidays, and a supportive team environment that values work-life balance.
