Trust Officer

Adams Brown Trust Solutions • Santa Fe, NM

2d

About The Position

This position is responsible for the management and administration of trust accounts, delivering fiduciary services, and assisting with operational and administrative functions. This role combines direct client-facing responsibilities and engagement with back-office support, ensuring smooth execution of trust services and internal processes.

Requirements

• 3–7 years of experience in trust administration, banking, or financial services
• Familiarity with fiduciary principles, trust documentation, and regulatory requirements
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Proficiency in trust accounting systems and Microsoft Office Suite

Nice To Haves

• Client-focused with a service-oriented mindset
• Ability to manage multiple tasks and prioritize effectively
• Discreet and professional in handling sensitive information
• Interest in growing within he trust and estate field (CTFA or similar certification a plus)

Responsibilities

• Oversee a portfolio of trust accounts, ensuring compliance with governing documents and fiduciary standards
• Serve as a point of contact for clients, beneficiaries, and advisors
• Coordinate distributions, account reviews, and documentation updates
• Monitor account activity and ensure proper recordkeeping
• Respond to client inquiries and provide timely, accurate information
• Oversee and assist in onboarding new accounts and preparing client communications
• Collaborate with relationship managers and senior trust officers in client meetings and follow-ups
• Prepare correspondence, reports, and account summaries
• Maintain trust files and ensure documentation is complete and compliant
• Assist with account setup, data entry, and system updates
• Support daily operational tasks such as transaction processing, reconciliations, and reporting
• Assist with internal audits, compliance reviews, and regulatory filings
• Collaborate with IT and operations teams to improve workflows and system efficiency
• Work closely with trust officers, administrative staff, and operations personnel
• Participate in team meetings and contribute to process improvement initiatives
• Provide backup support across departments as needed

Benefits

• substantial paid-time-off
• a comprehensive benefit package
• competitive pay structure
• a culture of growth, clarity, and respect

What This Job Offers

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