Remote Senior Trust Advisor - Estate & Wealth

Wealthspire; Franklin (TN); Hybrid; USD 115,000 - 155,000; Full time

Benefits offered by this job

Salary commensurate with experience

Paid time off & holidays

401(k) with company match

Discount programs

Health and wellness benefits

Job summary

Wealthspire Trust seeks a Senior Trust Advisor to oversee fiduciary trust solutions, manage trust administration, and support new business opportunities. The role partners with Wealthspire Advisors, co-trustees, and clients to ensure compliant, client-centered service across the firm’s trust platform.

The ideal candidate has 10+ years in trust or related work, strong organizational skills, and a proven ability to lead complex tasks while collaborating across teams and departments.

Qualifications

• Bachelor’s degree required; advanced degree or relevant certifications preferred.
• 10+ years of experience in trust administration or a related role.
• Demonstrated commitment to delivering exceptional service to clients and internal partners, with experience supporting high-net-worth individuals and families.
• Recognized subject matter expertise in trust and estate solutions, with the ability to effectively promote and articulate offerings.
• Strong organizational skills with exceptional attention to detail and the ability to independently manage multiple, long-term priorities.
• Proven ability to work collaboratively in a team environment, with flexibility and a willingness to support and drive change.
• Proficiency in Microsoft Office and other business systems; experience with CRM platforms preferred.
• Excellent written and verbal communication skills, with the ability to interact effectively across all levels of the organization.

Responsibilities

• Oversee onboarding of trust accounts and interpretation of trust documents.
• Manage ongoing trust administration, including contributions, distributions, withdrawals, and tax coding.
• Ensure timely execution of distributions, including income, annuity, unitrust, and other fixed payments.
• Coordinate tax-related activities and work with trust accountants and third-party preparers.
• Monitor and collect fiduciary fees per agreements.
• Conduct relationship meetings with Wealthspire Advisors, co-trustees, and clients.
• Lead annual trust administration and regulatory reviews (Reg 9) with statements, reviews, and Crummey notices.
• Ensure activities comply with Investment Policy Statement (IPS).
• Apply knowledge to Special Needs Trusts, guardianships, and conservatorships.
• Support Advisors with estate administration on client death, including asset funding and final distributions.
• Contribute to special projects on new trust and estate business opportunities with Wealthspire Advisors.

Skills

Trust administration

Estate administration

Client relationship management

CRM platforms

Microsoft Office

Education

Bachelor's degree

Advanced degree preferred

Tools

CRM platforms

Microsoft Office

Job description

Wealthspire Trust seeks a Senior Trust Advisor to oversee fiduciary trust solutions, manage trust administration, and support new business opportunities. The role partners with Wealthspire Advisors, co-trustees, and clients to ensure compliant, client-centered service across the firm’s trust platform.

The ideal candidate has 10+ years in trust or related work, strong organizational skills, and a proven ability to lead complex tasks while collaborating across teams and departments.