Senior Trust & Estate Advisor

Judson Group; South Bend (IN); On-site; USD 90,000 - 140,000; Full time

Job summary

Judson Group is partnering with a major Midwest financial institution to identify an experienced Trust Officer. This role offers the chance to manage a meaningful portfolio of trust and estate accounts and to act as a trusted advisor to clients and families within a respected wealth management platform.

The Trust Officer will collaborate with Investment Portfolio Managers to deliver comprehensive wealth management solutions and will engage with high-net-worth clients, attorneys, and other

Qualifications

• 5+ years of trust administration experience.
• Bachelor’s degree required; advanced degree and/or CTFA designation preferred.
• Strong knowledge of fiduciary services and regulatory requirements.
• Excellent communication and relationship-building skills.

Responsibilities

• Administer a portfolio of trust, estate, agency, and guardianship accounts, including complex fiduciary relationships.
• Interpret trust documents, wills, and governing instruments to ensure accurate administration.
• Oversee account setup, asset transfers, distributions, payments, inventories, and ongoing maintenance.
• Partner with Investment Portfolio Managers to provide comprehensive wealth management and fiduciary services.
• Serve as the primary relationship manager for clients, beneficiaries, attorneys, and advisors.
• Provide guidance on fiduciary matters while ensuring compliance with laws and internal policies.
• Identify opportunities to deepen client relationships and generate new business through referrals and networking.
• Maintain accurate account records and recommend solutions for complex fiduciary matters.

Skills

Trust administration

Relationship management

Business development

Regulatory compliance

Communication

Attention to detail

Education

Bachelor’s degree

CTFA designation preferred

Tools

Microsoft Office

Job description

Judson Group is partnering with a major Midwest financial institution to identify an experienced Trust Officer. This role offers the chance to manage a meaningful portfolio of trust and estate accounts and to act as a trusted advisor to clients and families within a respected wealth management platform.

The Trust Officer will collaborate with Investment Portfolio Managers to deliver comprehensive wealth management solutions and will engage with high-net-worth clients, attorneys, and other