Senior Trust Officer

MOHR Talent; Scottsdale (AZ); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Annual bonus

Dedicated support

Low account loads

Job summary

MOHR Talent in Scottsdale seeks a Trust Officer to join a boutique fiduciary and wealth management firm. You will serve as the primary relationship manager for trust and fiduciary accounts, delivering white-glove service with dedicated administrative support.

The role emphasizes managing revocable, irrevocable, charitable trusts, and estate matters, coordinating with investment, tax, and operations teams to ensure compliant, personalized client service.

Qualifications

• 4+ years of experience in trust administration, fiduciary services, estate administration, or as a Trust Officer.
• Strong understanding of trust administration, fiduciary principles, trust documents, and estate planning concepts.
• Experience working directly with clients, beneficiaries, attorneys, CPAs, and financial advisors.
• Estate settlement (death administration) experience is highly preferred.
• Experience with Special Needs Trusts is a strong plus.
• JD, CFP, CPA, or other fiduciary-related credentials are a plus.
• Excellent communication, relationship management, and organizational skills.
• A client-first mindset with a passion for delivering exceptional, white-glove service.

Responsibilities

• Serve as the primary relationship manager for a portfolio of trust and fiduciary accounts.
• Administer revocable, irrevocable, charitable, and other complex trust relationships in accordance with governing documents and fiduciary standards.
• Interpret trust documents and ensure compliance with fiduciary responsibilities, regulatory requirements, and internal policies.
• Guide beneficiaries, families, attorneys, CPAs, and financial advisors through trust administration and ongoing fiduciary matters.
• Coordinate discretionary distributions, trust reviews, estate administration activities, and ongoing client needs.
• Collaborate closely with investment, tax, operations, and administrative teams to deliver an exceptional client experience.
• Participate in fiduciary reviews, new account acceptance, and ongoing risk management discussions.
• Maintain accurate documentation while ensuring all accounts remain compliant with applicable regulations and company policies.

Skills

Relationship management

Fiduciary principles

Trust administration

Client servicing

Education

CTFA preferred

Job description

A highly respected boutique fiduciary and wealth management firm is seeking a Trust Officer to join its growing Scottsdale team (4 days in office, 1 day remote)

This is an outstanding opportunity for a relationship-focused trust professional who enjoys administering trust and estate accounts while delivering exceptional white-glove client service. Unlike many larger institutions, you'll have dedicated administrative support, manageable account loads, and the ability to build meaningful, long-term relationships with high-net-worth families rather than being buried in administrative work.

If you're looking to join a collaborative organization that values teamwork, personalized client service, and long-term career growth, we'd love to speak with you.

What You'll Do

• Serve as the primary relationship manager for a portfolio of trust and fiduciary accounts.
• Administer revocable, irrevocable, charitable, and other complex trust relationships in accordance with governing documents and fiduciary standards.
• Interpret trust documents and ensure compliance with fiduciary responsibilities, regulatory requirements, and internal policies.
• Guide beneficiaries, families, attorneys, CPAs, and financial advisors through trust administration and ongoing fiduciary matters.
• Coordinate discretionary distributions, trust reviews, estate administration activities, and ongoing client needs.
• Collaborate closely with investment, tax, operations, and administrative teams to deliver an exceptional client experience.
• Participate in fiduciary reviews, new account acceptance, and ongoing risk management discussions.
• Maintain accurate documentation while ensuring all accounts remain compliant with applicable regulations and company policies.

What We're Looking For

• 4+ years of experience in trust administration, fiduciary services, estate administration, or as a Trust Officer.
• Strong understanding of trust administration, fiduciary principles, trust documents, and estate planning concepts.
• Experience working directly with clients, beneficiaries, attorneys, CPAs, and financial advisors.
• Estate settlement (death administration) experience is highly preferred.
• Experience with Special Needs Trusts is a strong plus.
• CTFA preferred; JD, CFP, CPA, or other fiduciary-related credentials are a plus.
• Excellent communication, relationship management, and organizational skills.
• A client-first mindset with a passion for delivering exceptional, white-glove service.

Why Join?

• Competitive base salary plus annual incentive bonus
• Dedicated Trust Administrator support
• Lower account volumes that allow for deeper client relationships

If you're seeking an opportunity where your expertise is valued, your client relationships matter, and you can make a meaningful impact in a boutique, relationship-driven environment, we'd love to connect

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 [e-mail]