Senior Trust Officer - Elite HNW Trust Admin

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

Job description

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.