Senior Trust Officer

TWM Executive Search; Houston (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

A wealth management firm in Houston is seeking a Senior Trust Officer to administer complex trusts for high-net-worth clients. This role involves managing sophisticated trust accounts and serving as the primary contact for clients. The ideal candidate should have over 7 years of experience in trust administration and the ability to collaborate with external advisors on estate planning matters, with no business development requirements involved.

Qualifications

• 7+ years of experience in trust administration required.
• Experience with HNW clients and complex trust structures.
• Ability to work with external advisors on estate planning.

Responsibilities

• Administer and review sophisticated trust accounts for HNW clients.
• Serve as the main point of contact for clients.
• Assist with new client onboarding processes.

Skills

Trust administration

Client relationship management

Estate planning collaboration

Education

Bachelor's degree in finance

Job description

Senior Trust Officer opportunity with privately held wealth management firm in Houston to administer complex trusts for HNW clients (10mm-100mm+).

• Administer and review sophisticated trust accounts and serve as main point of contact for HNW clients
• Collaborate with clients' external advisors on estate planning matters and assist with new client onboarding
• Pure trust administration role with no business development requirements
• 7+ years' trust administration experience required