Note: Relocation assistance available within the US About the Senior Trust Officer Role Our client is a privately held wealth management firm seeking an experienced Senior Trust Officer to join its growing trust team in Houston. The role serves as the primary relationship manager for a portfolio of complex trust accounts, partnering closely with clients, beneficiaries, and outside advisors to deliver fiduciary service. This is a pure trust administration position with no business development or sales responsibilities. Key Responsibilities for the Senior Trust Officer Role Administer a portfolio of complex trust accounts for high-net-worth and ultra-high-net-worth clients with investable assets generally ranging from $10 million to over $100 million Serve as the primary point of contact for clients, beneficiaries, and other interested parties, delivering exceptional client service and relationship management Review trust documents and ensure proper administration in accordance with governing instruments, fiduciary standards, and applicable regulations Partner with clients' attorneys, CPAs, financial advisors, and other external professionals on trust and estate planning matters Assist with new client onboarding, trust account acceptance, and account transitions Coordinate with internal investment, tax, compliance, and operations teams to ensure seamless trust administration Identify and proactively address trust administration issues while maintaining the highest fiduciary standards Qualifications for the Senior Trust Officer 7+ years of personal trust administration experience for high-net-worth and ultra-high-net-worth clients Experience administering sophisticated trust relationships for high-net-worth clients Strong knowledge of trust administration, fiduciary responsibilities, estate planning concepts, and applicable regulations Excellent relationship management, communication, and organizational skills Passionate about what you do and the impact you have! Ability to work collaboratively with clients, beneficiaries, and professional advisors JD or CTFA designation preferred What Our Client Offers Join a respected, privately held wealth management firm with a strong reputation for client service and work with sophisticated high-net-worth and ultra-high-net-worth families Collaborative, team-oriented culture that invests in your development Competitive compensation with a long-term incentive program, including employee tracking stock grants that vest over five years and provide dividend participation during the vesting period Comprehensive benefits, including medical, dental, and vision insurance, with the company covering a significant portion of employee coverage 401(k) plan with company contribution based on total cash compensation after one year of service Generous vacation policy based on title and tenure Free parking at the office location and access to the building fitness center, with optional training sessions during the workweek Opportunity to work within an amazing team and join a highly respected organization known for its long-tenured team, collaborative culture, and commitment to professional development Keywords: #J-18808-Ljbffr
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