Senior Trust Officer – Private Trust Co.

LPL Financial LLC; Cleveland (OH); On-site; USD 89,000 - 148,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking an Assistant Vice President, Trust Officer – The Private Trust Company to oversee day-to-day client management, fiduciary duties, and trust administration for designated relationships. You will coordinate with trustees, advisors, and CPAs to ensure compliant and proactive service.

The role emphasizes relationship management, complex client service, and contribution to firm-wide initiatives within a leading wealth management firm.

Qualifications

• Bachelor's degree preferred.
• Five years’ experience in trust administration.
• Knowledge of financial planning, philanthropic planning and fiduciary law.

Responsibilities

• Trust administration for designated clients, mentoring trust specialists, and preparing summaries for discretionary actions.
• Manage client relationships and provide service for moderately complex relationships.
• Participate in special projects and collaborate across teams to improve best practices.

Skills

Verbal communication

Written communication

Attention to detail

Microsoft Office

Education

Bachelor's degree

Advanced degree/certification

Tools

Microsoft Office

Job description

LPL Financial is seeking an Assistant Vice President, Trust Officer – The Private Trust Company to oversee day-to-day client management, fiduciary duties, and trust administration for designated relationships. You will coordinate with trustees, advisors, and CPAs to ensure compliant and proactive service.

The role emphasizes relationship management, complex client service, and contribution to firm-wide initiatives within a leading wealth management firm.