Remote Trust Officer - Fiduciary Client Services

Cetera Financial Group; United States; Remote; USD 110,000 - 145,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险

401(k) with company match

Paid PTO and holidays

Remote work flexibility

Job summary

Cetera Trust Company is seeking a Trust Officer to administer an assigned portfolio and provide responsive service to clients, beneficiaries, and financial professionals. The role collaborates with trust administration, operations, compliance, tax, and attorneys to ensure fiduciary standards and regulatory compliance.

Requirements include a bachelor’s degree and 3–6 years in trust or related fiduciary roles; CTFA designation preferred.

Qualifications

• Bachelor’s degree required.
• 3–6 years of relevant experience in trust administration, estate administration, wealth management, private banking, or a related fiduciary role.
• Demonstrated understanding of fiduciary account administration and applicable trust operations.

Responsibilities

• Develop and maintain professional relationships with clients, beneficiaries, and financial advisors to support a responsive, personalized service experience.
• Administer assigned trust accounts in accordance with governing documents, fiduciary principles, company policies, and applicable state and federal laws.
• Process and review trust distributions, account activity, annual reviews, and other trust administration matters for accuracy and timely completion.
• Support the onboarding of new trust accounts by gathering documentation, conducting account reviews, and coordinating account setup.
• Assist with new business opportunities by reviewing account information and participating in prospective client and financial advisor meetings as needed.
• Partner with trust administration, operations, compliance, tax, and new business teams to provide a seamless client experience.
• Monitor account activity to identify potential issues, determine when additional review is needed, and elevate concerns appropriately.
• Coordinate with tax professionals, investment advisors, attorneys, and other service providers involved in trust administration.
• Maintain complete and accurate account records and documentation in accordance with company policies and regulatory requirements.

Skills

Client relationship management

Fiduciary principles

Regulatory compliance

Analytical thinking

Education

Bachelor’s degree

CTFA designation (preferred)

Tools

Excel

SharePoint

SEI SWP

SAP Business Objects

Trust accounting systems

Job description

Cetera Trust Company is seeking a Trust Officer to administer an assigned portfolio and provide responsive service to clients, beneficiaries, and financial professionals. The role collaborates with trust administration, operations, compliance, tax, and attorneys to ensure fiduciary standards and regulatory compliance.

Requirements include a bachelor’s degree and 3–6 years in trust or related fiduciary roles; CTFA designation preferred.