Senior Trust & Estate Relationship Manager

Financial Recruiters International; Columbia Township (MO); On-site; USD 75,000 - 110,000; Full time

Job summary

Financial Recruiters International is partnering with a respected financial institution to find a relationship-driven Trust professional in Columbia, Missouri. This role involves managing complex fiduciary relationships and delivering thoughtful estate and wealth planning solutions for high-net-worth clients.

The ideal candidate possesses a bachelor’s degree in Finance or related fields and has 5-10+ years of experience in trust administration. Join a forward-thinking team where expertise is valued and long-term client relationships are built.

Qualifications

• 5–10+ years of experience in trust administration, estate planning, or wealth management.
• Strong knowledge of fiduciary principles, trust/estate administration, and regulations.

Responsibilities

• Administer trusts, estates, IRAs, and investment management accounts.
• Manage fiduciary and administrative responsibilities in line with legal and compliance standards.
• Serve as a trusted advisor to clients on estate planning, tax considerations, and wealth transfer strategies.

Skills

Detail-oriented

Strong problem-solving skills

Strong communication skills

Collaborative approach

Education

Bachelor’s degree in Finance, Business, Accounting, or related field

CFP, CTFA, or JD certifications

Job description

Financial Recruiters International is partnering with a respected financial institution to find a relationship-driven Trust professional in Columbia, Missouri. This role involves managing complex fiduciary relationships and delivering thoughtful estate and wealth planning solutions for high-net-worth clients.

The ideal candidate possesses a bachelor’s degree in Finance or related fields and has 5-10+ years of experience in trust administration. Join a forward-thinking team where expertise is valued and long-term client relationships are built.