Senior Trust Officer & Client Advisor

SHR Talent; Atlanta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

SHR Talent is partnering with a leading independent trust and wealth management firm in Atlanta, GA in its search for a Trust Officer to join their growing team. The Trust Officer is a client-facing role responsible for administering trust accounts and developing client relationships with personalized fiduciary guidance across complex portfolios.

The role emphasizes collaboration, fiduciary compliance, and serving as a trusted advisor to clients and beneficiaries.

Qualifications

• 3+ years of trust administration or fiduciary experience.
• Degree in Finance, Accounting, Business, or related field preferred.
• Strong understanding of estate planning and fiduciary principles.

Responsibilities

• Administer and oversee a portfolio of personal trust accounts.
• Coordinate with investment, tax, and legal professionals to manage client objectives.
• Maintain fiduciary compliance and accurate recordkeeping.
• Participate in client meetings and develop long-term relationships.
• Assist in new client onboarding and account transitions.
• Contribute to business development efforts as appropriate.

Skills

Trust administration

Client relationship management

Fiduciary principles

Education

Bachelor's degree in Finance/Accounting/Business

Job description

SHR Talent is partnering with a leading independent trust and wealth management firm in Atlanta, GA in its search for a Trust Officer to join their growing team. The Trust Officer is a client-facing role responsible for administering trust accounts and developing client relationships with personalized fiduciary guidance across complex portfolios.

The role emphasizes collaboration, fiduciary compliance, and serving as a trusted advisor to clients and beneficiaries.