Estate Trust Officer — Client-Focused Fiduciary Leader

Austin Trust Company; Austin (TX); On-site; USD 95,000 - 140,000; Full time

Job summary

Austin Trust Company seeks an experienced Trust Officer to lead the administration of estates and fiduciary accounts from intake through closing. You will serve as a trusted advisor to beneficiaries, families, attorneys, and advisors, coordinating asset management, tax matters, and fiduciary compliance.

Join a collaborative, client-focused team and contribute to exceptional fiduciary administration while staying current with relevant laws and best practices.

Qualifications

• Bachelor’s degree required; professional fiduciary credential preferred.
• At least three years in trust and estate administration or related fiduciary field.
• Strong knowledge of estate administration, trust law, taxation, and fiduciary principles.
• Demonstrated judgment, discretion, professionalism, and confidentiality.

Responsibilities

• Lead administration of estates and fiduciary accounts from intake to closing.
• Serve as primary contact for beneficiaries, families, and professional advisors.
• Oversee collection, valuation, and distribution of estate assets.
• Coordinate estate tax matters, accountings, and expense management.
• Review documents to identify issues, manage risk, and ensure compliance.
• Collaborate with Investment Department on liquidity and distributions.
• Prepare and review tax returns, accountings, and reports.
• Maintain thorough records of all activity and communications.

Skills

Interpersonal skills

Fiduciary judgment

Attention to detail

Communication

Relationship-building

Problem-solving

Education

Bachelor’s degree

JD/CTFA or equivalent fiduciary credential

Tools

Microsoft Word

Excel

Outlook

Job description

Austin Trust Company seeks an experienced Trust Officer to lead the administration of estates and fiduciary accounts from intake through closing. You will serve as a trusted advisor to beneficiaries, families, attorneys, and advisors, coordinating asset management, tax matters, and fiduciary compliance.

Join a collaborative, client-focused team and contribute to exceptional fiduciary administration while staying current with relevant laws and best practices.