Trust Administration Leader — Strategy, Risk & Compliance

Fiduciary Counselling, Inc.; Tacoma (WA); On-site; USD 120,000 - 180,000; Full time

Job summary

Fiduciary Counselling, Inc. seeks an experienced Trust Administration Leader to oversee client trust administration and supervise department staff in the Tacoma area.

You will align strategies with company objectives and collaborate with Estate Planning, Client Advisor, Financial Manager, Investment and Tax teams to deliver integrated trust services. Responsibilities include directing discretionary review, managing distributions, interpreting trust instruments, supervising onboarding and audits,

Qualifications

• Minimum 10 years’ experience in trust administration or related field.
• Advanced degree or certification preferred (JD, CFP, CTFA, CPA) or equivalent experience.
• Ability to travel up to 20% of the time.
• Advanced Microsoft Office skills required; experience with trust accounting systems, Salesforce, and spreadsheet software preferred.

Responsibilities

• Coordinate the discretionary review process: analyze beneficiary requests and communicate decisions.
• Manage the trust distribution process ensuring compliance with documents and regulations.
• Read and interpret trust instruments and legal documents.
• Oversee ongoing trust administration and onboarding/audit processes.
• Serve as central point of contact with internal departments to deliver integrated service.
• Develop educational resources and coordinate trustee training events.
• Assist Chief Trust Officer with Board Committee content and reporting.
• Organize trustee meetings and document minutes for approval.
• Monitor industry best practices and update policies for trust administration.
• Respond to client inquiries and proactively inform trustees of events.

Skills

Leadership

Strategic planning

Communication

Problem solving

Confidentiality

Teamwork

Continuous learning

Relationship building

Education

Advanced degree (JD/CFP/CTFA/CPA)

Tools

Salesforce

Microsoft Office

Trust accounting systems

Spreadsheet software

Job description

Fiduciary Counselling, Inc. seeks an experienced Trust Administration Leader to oversee client trust administration and supervise department staff in the Tacoma area.

You will align strategies with company objectives and collaborate with Estate Planning, Client Advisor, Financial Manager, Investment and Tax teams to deliver integrated trust services. Responsibilities include directing discretionary review, managing distributions, interpreting trust instruments, supervising onboarding and audits,