Senior Trust Officer On-Site
Overview
First American seeks a Senior Trust Officer who will own the administration of trust accounts for high-net-worth individuals and families. The role involves retaining and growing client relationships while driving business development. This position requires expertise in fiduciary products and regulatory compliance.
What You'll Do11
- 1Lead account management for trusts and investment accounts
- 2Develop external leads through attorney and advisor outreach
- 3Represent the company in client communications
- 4Manage trust accounting software parameters
- 5Process payments according to governing documents
- 6Monitor account activity for regulatory compliance
- 7Conduct annual Reg 9 reviews
- 8Collaborate with teams to meet client financial goals
- 9Maintain accurate asset valuation records
- 10Provide financial consulting services
- 11Ensure adherence to California probate code requirements
Requirements10
- 15+ years managing trust accounts for HNW individuals
- 2Certification such as CPC Card or AWS Certified
- 3Proficiency with Python and AWS technologies
- 4Strong understanding of investment market dynamics
- 5Experience with Kubernetes deployment environments
- 6Ability to work independently with minimal supervision
- 7Excellent analytical and problem-solving skills
- 8MBA or CFP preferred with proven track record
- 9Strong written and verbal communication abilities
- 10Demonstrated ability to manage multiple priorities effectively
Salary Insight
$89 - $118k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
94-1687665 Bank of America, National Association
VerifiedSenior Trust Officer Bank of America
Lead management of fiduciary and investment management accounts for high-net-worth clients and beneficiaries across multiple generations. Oversee administration business development and client education while collaborating with teams to drive growth and ensure compliance.
Wells Fargo
VerifiedSenior Special Needs Trust Officer - Fiduciary Specialist
Administer Special Needs Trusts for high-net-worth and ultra-high-net-worth clients with disabilities, protecting their eligibility for SSI and Medicaid across 5+ years of fiduciary experience. Work within Wells Fargo Trust as part of Wealth and Investment Management, collaborating with trust partners, attorneys, caseworkers, and families to ensure trust provisions meet all legal and regulatory standards. This role stands out for its direct impact on beneficiaries' quality of life, requiring mastery of fiduciary principles and government benefit program rules.
brightonjones
VerifiedSenior Trust & Estate Manager - Family Office
Brighton Jones seeks a Senior Trust & Estate Manager to lead Family Office legal support and trust administration. This role drives estate planning and fiduciary services for ultra-high net worth clients while collaborating with wealth advisors. The ideal candidate excels in translating complex legal documents into actionable strategies and manages multi-client trust structures.
94-1687665 Bank of America, National Association
VerifiedSpecialized Fiduciary Officer II - Trust Administration
You will administer trust accounts and mitigate fiduciary risk for high net worth clients in the Private Bank. You'll own the technical review process, ensuring compliance with fiduciary laws and internal policies. Working with the Private Banking and Merrill Lynch divisions, you'll drive consistency and resolve complex client issues. This role puts you at the center of trust administration, where your expertise directly protects the bank and serves clients.
065 Wilmington Trust N.A.
VerifiedSenior Wealth Investment Advisor Wilmington Trust
Lead comprehensive investment management for Wealth Advisory Services clients delivering integrated wealth solutions aligned with client goals. Guide clients through needs-based consultations managing complex fiduciary relationships while communicating Wilmington Trust's investment process. Maintain regulatory compliance and drive revenue through expert advice and relationship development.
BURREY LAW GROUP INC
VerifiedSenior Trust & Estate Paralegal
You will own complex probate, trust administration, and estate planning matters from inception to final distribution at a boutique San Francisco law firm. With 7+ years of trust and estate experience, you will manage filings, draft documents, and coordinate with clients and courts. The firm expects precision, proactive communication, and minimal revision in your work. This role stands out for its direct responsibility and high standards, where you will be the go-to paralegal for attorneys and clients.