Senior Trust Officer

livingHR • Tampa, FL

2d • Hybrid

About The Position

The Senior Trust Officer administers the firm’s most complex and high-value trust relationships. This senior role 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 firm’s client-first philosophy.

The organization is an independent trust company serving clients across Southwest Florida and beyond with investment management, trust, and estate services. It emphasizes relationship-based service, integrity, transparency, and a close-knit, community-minded team. The role partners with investment, legal, tax, and operations teams and represents the firm in high-level client meetings and professional engagements.

The company offers 90% employer-paid medical coverage, dental and vision plans available at employee cost, an employer-supported 401(k) safe harbor contribution, an Employee Stock Ownership Plan (ESOP), generous PTO, paid holidays, a hybrid policy of three days per month, mental health resources, wellness initiatives, annual team events, and community involvement opportunities. It fosters a respectful and inclusive workplace.

Requirements

• At least 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 independently manage complex and high-value fiduciary relationships.
• 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 a related field.
• Juris Doctor (JD) or master’s degree in business or a related discipline.
• Professional fiduciary certification such as CTFA or a similar designation.
• Experience participating in fiduciary or governance committees.

Responsibilities

• Administer complex and multi-generational trust relationships in accordance with fiduciary law and governing instruments.
• Serve as the 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 with investment, legal, tax, and operations teams to deliver integrated service.
• Serve as the 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 necessary to support the needs of the role.

Benefits

• 90% employer-paid medical coverage.
• Dental and vision plans available at employee cost.
• Employer-supported 401(k) safe harbor contribution.
• Employee Stock Ownership Plan (ESOP).
• Generous paid time off.
• Paid holidays.
• Hybrid policy (three days per month).
• Access to mental health resources and wellness initiatives.
• Annual team events.
• Community involvement opportunities.
• Respectful and inclusive workplace.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed