Remote Senior Trust & Estate Relations Lead

Priori; United States; Remote; USD 145,080 - 167,400; Full time

Benefits offered by this job

High-quality engagements with top legal teams

Flexible work opportunities

Streamlined platform experience

Dedicated success advocacy team

Job summary

A Global Bank and Financial Services Group is seeking an experienced trust professional to manage complex trust and estate accounts. Candidates should have a CTFA Certification and a Master's degree or equivalent experience in fiduciary trust. The role is full-time for 24 months and offers remote work with a budget of $13,000 to $15,000 monthly. Join a diverse, inclusive team and gain access to high-quality engagements with top legal teams. The position is W-2 employed through a workforce solutions company.

Qualifications

• 10-15 years of fiduciary trust experience or formal training equivalent.
• Completion of all trust school levels of ABA/Cannon.

Responsibilities

• Manage and administer complex trust and estate accounts as per regulations.
• Review and interpret trust agreements to ensure compliance.
• Lead daily fiduciary operations and client communications.
• Coordinate onboarding and account maintenance with stakeholders.
• Support regulatory reviews and documentation processes.

Skills

Trust Administration

Regulatory Compliance

Wealth Management

Client Communication

Fiduciary Operations

Education

CTFA Certification

Master's Degree in related field (JD acceptable)

Job description

A Global Bank and Financial Services Group is seeking an experienced trust professional to manage complex trust and estate accounts. Candidates should have a CTFA Certification and a Master's degree or equivalent experience in fiduciary trust. The role is full-time for 24 months and offers remote work with a budget of $13,000 to $15,000 monthly. Join a diverse, inclusive team and gain access to high-quality engagements with top legal teams. The position is W-2 employed through a workforce solutions company.