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.
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.