Remote Trust Officer: Fiduciary & Client Advisory

Cetera; Oregon; Hybrid; USD 110,000 - 145,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off (PTO)

Parental leave

Employee assistance program

Job summary

Cetera Trust Company is seeking a Trust Officer to manage a portfolio of trust accounts and deliver responsive, personalized service to clients, beneficiaries and financial professionals. The role collaborates with trust administration, operations, compliance, tax, and attorneys to ensure compliance with governing documents, policies, fiduciary standards, and laws.

Strong advisor relationships and clear client communications are central to success.

Qualifications

• Bachelor's degree required.
• 3–6 years of experience in trust/estate administration or related fiduciary role.
• Strong understanding of fiduciary account administration and trust operations.
• Ability to independently manage routine trust relationships and escalate complex matters.

Responsibilities

• Develop and maintain professional relationships with clients, beneficiaries, and financial advisors to support a responsive service experience.
• Administer assigned trust accounts in accordance with governing documents, fiduciary principles and applicable laws.
• Process and review trust distributions, account activity, and annual reviews for accuracy.
• Assist with onboarding of new trust accounts by gathering documentation and coordinating setup.
• Support new business opportunities by reviewing account information and participating in meetings.
• Collaborate with various teams to provide a seamless client experience.
• Monitor account activity and elevate concerns as needed.
• Coordinate with tax professionals, investment advisors, attorneys and other service providers.
• Maintain complete and accurate account records per policy and regulatory requirements.

Skills

Relationship building

Fiduciary administration

Regulatory awareness

Client service

Analytical reasoning

Education

Bachelor's degree

Tools

SEI SWP

SAP BO

SharePoint

Excel

Word/Outlook

Job description

Cetera Trust Company is seeking a Trust Officer to manage a portfolio of trust accounts and deliver responsive, personalized service to clients, beneficiaries and financial professionals. The role collaborates with trust administration, operations, compliance, tax, and attorneys to ensure compliance with governing documents, policies, fiduciary standards, and laws.

Strong advisor relationships and clear client communications are central to success.