This organization is not your typical financial institution. They're an independent trust company built on relationships, not transactions. Their mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. They serve 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.
The Senior Trust Officer is responsible for administering the firm’s most complex and high-value trust relationships. This senior leader exercises advanced fiduciary judgment, serves as a subject-matter authority within the Fiduciary Team, and ensures trust administration aligns with governing documents, regulatory requirements, and the client-first philosophy.
Day-to-Day Responsibilities:
Administer complex and multi-generational trust relationships in accordance with fiduciary law and governing instruments
Serve as primary relationship lead for high-value trust clients and beneficiaries
Exercise fiduciary discretion regarding distributions, trust modifications, and complex administrative decisions
Provide senior-level guidance on fiduciary risk and compliance considerations
Partner closely with investment, legal, tax, and operations teams to deliver integrated service
Serve as escalation authority for high-risk or sensitive fiduciary matters
Contribute to refinement of fiduciary policies, standards, and best practices
Represent the firm in high-level client meetings and professional engagements
Perform other duties as assigned or as necessary to support the needs of the role
Must-Haves:
10+ years of experience in trust administration within a trust company or fiduciary-focused wealth management firm
Deep expertise in fiduciary law, trust structures, and regulatory requirements
Demonstrated ability to manage complex and high-value fiduciary relationships independently
Strong risk management mindset and sound fiduciary judgment
Executive-level communication skills and client presence
Unwavering commitment to fiduciary integrity and ethical standards
Nice-to-Haves:
Bachelor’s degree in finance, business, accounting, or related field
Juris Doctor (JD) or Master’s degree in business or related discipline
Professional fiduciary certification such as CTFA or similar designation
Experience participating in fiduciary or governance committees
Working here feels like being part of something meaningful. They believe in professionalism without pretense, and treat their team like the valuable people they are—not just job titles. 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 (3 days/month), and a supportive team culture.
Wellbeing: Access to mental health resources and wellness initiatives.
Culture: Annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.
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