Location: Scottsdale Area, Arizona (Hybrid) 4 days in office
Comensation will be determined by how many years and credentials (115K to 140K) plus bonus
A highly respected boutique fiduciary and wealth management firm is seeking a Trust Officer to join its growing Scottsdale team.
This is an outstanding opportunity for a relationship-focused trust professional who enjoys administering trust and estate accounts while delivering exceptional white-glove client service. Unlike many larger institutions, you'll have dedicated administrative support, manageable account loads, and the ability to build meaningful, long-term relationships with high-net-worth families rather than being buried in administrative work.
What You'll Do
- Serve as the primary relationship manager for a portfolio of trust and fiduciary accounts.
- Administer revocable, irrevocable, charitable, and other complex trust relationships in accordance with governing documents and fiduciary standards.
- Interpret trust documents and ensure compliance with fiduciary responsibilities, regulatory requirements, and internal policies.
- Guide beneficiaries, families, attorneys, CPAs, and financial advisors through trust administration and ongoing fiduciary matters.
- Coordinate discretionary distributions, trust reviews, estate administration activities, and ongoing client needs.
- Collaborate closely with investment, tax, operations, and administrative teams to deliver an exceptional client experience.
- Participate in fiduciary reviews, new account acceptance, and ongoing risk management discussions.
- Maintain accurate documentation while ensuring all accounts remain compliant with applicable regulations and company policies.
- 5+ years of experience in trust administration, fiduciary services, estate administration, or as a Trust Officer.
- Strong understanding of trust administration, fiduciary principles, trust documents, and estate planning concepts.
- Experience working directly with clients, beneficiaries, attorneys, CPAs, and financial advisors.
- Estate settlement (death administration) experience is highly preferred.
- Experience with Special Needs Trusts is a strong plus.
- CTFA preferred; JD, CFP, CPA, or other fiduciary-related credentials are a plus.
- Excellent communication, relationship management, and organizational skills.
- A client-first mindset with a passion for delivering exceptional, white-glove service.
- Competitive base salary plus annual incentive bonus
- Hybrid work schedule
- Dedicated Trust Administrator support
- Lower account volumes that allow for deeper client relationships
- Collaborative, team-oriented culture with approachable leadership
- Opportunity to work closely with high-net-worth families and trusted advisors
- Excellent long-term career growth within an established fiduciary organization
If you're seeking an opportunity where your expertise is valued, your client relationships matter, and you can make a meaningful impact in a boutique, relationship-driven environment, we'd love to connect
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at
[email protected] 