Senior Trust Officer
Mohr Talent
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Benefits offered by this job
Job summary
MOHR Talent in Dallas, TX is seeking a Senior Trust Officer to lead a Special Needs Trust practice within a boutique fiduciary firm. You will own a portfolio, guide beneficiaries, families, attorneys, and advisors, and help grow the SNT practice with strong judgment and client relationships.
This role emphasizes ownership over trust administration, compliance, and distribution decisions that protect public benefits. Hybrid schedule and competitive compensation with a 12% bonus are provided.
Qualifications
- 8+ years of trust administration experience.
- Direct, hands-on experience administering Special Needs Trusts.
- Knowledge of fiduciary responsibilities, trust operations, and compliance.
- Working knowledge of SSI, Medicaid, and public-benefit eligibility rules.
- Experience interpreting trust documents and making complex distribution decisions.
- Strong communication skills to guide families through sensitive situations.
- Experience partnering with estate planning attorneys, financial advisors, and other professional advisors.
- CTFA preferred.
- JD or CFP is a plus.
Responsibilities
- Own and manage a portfolio of Special Needs Trusts and other complex fiduciary relationships.
- Serve as the primary point of contact for beneficiaries, families, caregivers, attorneys, and advisors.
- Review trust documents and ensure accounts are administered according to governing language, fiduciary standards, and regulatory requirements.
- Evaluate distribution requests while protecting eligibility for SSI, Medicaid, and other public benefits.
- Explain trust decisions clearly and compassionately to families and beneficiaries.
- Identify potential compliance, documentation, or fiduciary risks before they become larger issues.
- Maintain accurate records and properly document trust decisions.
- Coordinate with investment, operations, tax, legal, and administrative teams.
- Help improve processes and contribute to the continued growth of the firm's SNT practice.
Skills
Education
Job description
We're partnering with a growing boutique fiduciary firm that is expanding its Special Needs Trust practice. They're looking for an experienced Senior Trust Officer who wants more ownership, meaningful client relationships, and the opportunity to help strengthen a specialized practice.
You'll manage a portfolio of Special Needs Trusts from start to finish while serving as a trusted resource to beneficiaries, families, caregivers, attorneys, and financial advisors.
This is not a transactional trust-processing position. Your judgment will directly help protect public benefits, guide important distribution decisions, and provide stability to families navigating complex circumstances.
- Own and manage a portfolio of Special Needs Trusts and other complex fiduciary relationships
- Serve as the primary point of contact for beneficiaries, families, caregivers, attorneys, and advisors
- Review trust documents and ensure accounts are administered according to governing language, fiduciary standards, and regulatory requirements
- Evaluate distribution requests while protecting eligibility for SSI, Medicaid, and other public benefits
- Explain trust decisions clearly and compassionately to families and beneficiaries
- Identify potential compliance, documentation, or fiduciary risks before they become larger issues
- Maintain accurate records and properly document trust decisions
- Coordinate with investment, operations, tax, legal, and administrative teams
- Help improve processes and contribute to the continued growth of the firm's SNT practice
- 8+ years of trust administration experience
- Direct, hands‑on experience administering Special Needs Trusts
- Strong knowledge of fiduciary responsibilities, trust operations, and compliance requirements
- Working knowledge of SSI, Medicaid, and public‑benefit eligibility rules
- Experience interpreting trust documents and making complex distribution decisions
- Strong communication skills with the ability to guide families through sensitive situations
- Experience partnering with estate planning attorneys, financial advisors, and other professional advisors
- CTFA preferred
- JD or CFP is a plus
- Build deeper expertise in a specialized and highly valuable area of trust administration
- Join a boutique firm where your experience and judgment will have real influence
- Manage meaningful client relationships instead of operating in a high‑volume environment
- Help shape and grow an expanding Special Needs Trust practice
- Work in a collaborative environment with less bureaucracy and greater ownership
- Competitive compensation with a 12% annual bonus opportunity
Dallas, TX | $130,000-$145,000 base + 12% bonus
Schedule: Hybrid
We're partnering with a growing boutique fiduciary firm that is expanding its Special Needs Trust practice. They're looking for an experienced Senior Trust Officer who wants more ownership, meaningful client relationships, and the opportunity to help strengthen a specialized practice.
You'll manage a portfolio of Special Needs Trusts from start to finish while serving as a trusted resource to beneficiaries, families, caregivers, attorneys, and financial advisors.
This is not a transactional trust-processing position. Your judgment will directly help protect public benefits, guide important distribution decisions, and provide stability to families navigating complex circumstances.
- Own and manage a portfolio of Special Needs Trusts and other complex fiduciary relationships
- Serve as the primary point of contact for beneficiaries, families, caregivers, attorneys, and advisors
- Review trust documents and ensure accounts are administered according to governing language, fiduciary standards, and regulatory requirements
- Evaluate distribution requests while protecting eligibility for SSI, Medicaid, and other public benefits
- Explain trust decisions clearly and compassionately to families and beneficiaries
- Identify potential compliance, documentation, or fiduciary risks before they become larger issues
- Maintain accurate records and properly document trust decisions
- Coordinate with investment, operations, tax, legal, and administrative teams
- Help improve processes and contribute to the continued growth of the firm's SNT practice
- 8+ years of trust administration experience
- Direct, hands‑on experience administering Special Needs Trusts
- Strong knowledge of fiduciary responsibilities, trust operations, and compliance requirements
- Working knowledge of SSI, Medicaid, and public‑benefit eligibility rules
- Experience interpreting trust documents and making complex distribution decisions
- Strong communication skills with the ability to guide families through sensitive situations
- Experience partnering with estate planning attorneys, financial advisors, and other professional advisors
- CTFA preferred
- JD or CFP is a plus
- Build deeper expertise in a specialized and highly valuable area of trust administration
- Join a boutique firm where your experience and judgment will have real influence
- Manage meaningful client relationships instead of operating in a high‑volume environment
- Help shape and grow an expanding Special Needs Trust practice
- Work in a collaborative environment with less bureaucracy and greater ownership
- Competitive compensation with a 12% annual bonus opportunity
MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
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Published: 7/31/2026
Type: Direct Hire
Category: Account Management
At MOHR Talent, your progress is our passion. We are a national, minority‑owned firm committed to empowering diverse talent. Our team provides personalized, growth‑driven solutions whether you are looking for a new career move or eager to drive your enterprise further.
5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126
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