Trust Administrator / Trust Officer

Orionplacement; Richmond (VA); Presencial; USD 105 000 - 155 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k)

Health insurance

Paid time off

Retirement plan

Resumo da oferta

Orion Placement in Richmond, VA is seeking a seasoned Trust Administrator to manage ongoing trusts, coordinate distributions, and communicate with beneficiaries. You will collaborate with attorneys, accountants, and investment professionals to ensure fiduciary duties are met with accuracy and discretion.

The ideal candidate has 3+ years of trust administration experience, a solid understanding of fiduciary responsibilities, and strong analytical and interpersonal skills.

Qualificações

• 3+ years of direct trust administration or fiduciary services experience.
• Experience with trust distributions and beneficiary communications.
• Knowledge of fiduciary accounting and tax documentation is a plus.
• Strong analytical and communication skills.

Responsabilidades

• Administer ongoing trusts in accordance with governing documents and fiduciary responsibilities.
• Coordinate trust distributions, asset management, recordkeeping, and beneficiary communications.
• Serve as a trusted contact for beneficiaries, family members and other parties.
• Collaborate with attorneys, accountants, financial advisors, and investment professionals on trust matters.
• Review trust documents and interpret administrative provisions and fiduciary obligations.
• Coordinate fiduciary accounting, tax documentation, financial reporting, and compliance activities.
• Monitor deadlines, distributions, and ongoing beneficiary needs.
• Support administration of complex trusts involving multiple beneficiaries or significant assets.
• Deliver personalized service with confidentiality and sound fiduciary judgment.

Conhecimentos

Trust administration

Fiduciary services

Private wealth management

Analytical skills

Communication skills

Attention to detail

Formação académica

CTFA certification (not required)

Descrição da oferta de emprego

Pay:

$105,000.00 - $155,000.00 per year

Why This Is a Great Opportunity

• Advance your career in a specialized trust and fiduciary services practice where your expertise makes a meaningful impact.
• Help individuals and families preserve wealth, manage important assets, and achieve long-term financial goals.
• Work on interesting trust administration matters involving beneficiary relationships, fiduciary responsibilities, and wealth preservation.
• Collaborate with experienced attorneys, financial advisors, and other professionals.
• Take on meaningful responsibilities while building long-term client relationships and expanding your fiduciary expertise.
• Join a team that values professional judgment, attention to detail, and exceptional client service.

Location

Richmond, VA. We value in-person collaboration and prefer professionals who enjoy working closely with their colleagues. Specific scheduling expectations will be discussed during the interview process.

Note

We are seeking professionals with direct trust administration or fiduciary services experience. Candidates with 3+ years of relevant experience are especially encouraged to apply. Experience managing trusts, coordinating distributions, and working directly with beneficiaries is highly valued.

About Us

We are a dedicated legal practice focused on estate planning, trust administration, and fiduciary services. Our mission is to help individuals and families preserve their wealth, protect their legacies, and confidently navigate complex financial and legal matters.

We believe that outstanding fiduciary service requires technical expertise, sound judgment, and meaningful relationships.

Confidential Employer.

Job Description

• Administer ongoing trusts in accordance with governing documents, applicable laws, and fiduciary responsibilities.
• Coordinate trust distributions, asset management activities, recordkeeping, and beneficiary communications.
• Serve as a trusted point of contact for beneficiaries, family members, and other interested parties.
• Collaborate with attorneys, accountants, financial advisors, and investment professionals on trust-related matters.
• Review trust documents and assist in interpreting administrative provisions and fiduciary obligations.
• Coordinate fiduciary accounting, tax documentation, financial reporting, and compliance activities.
• Monitor trust administration deadlines, distributions, and ongoing beneficiary needs.
• Support the administration of complex trusts involving multiple beneficiaries, significant assets, or specialized planning structures.
• Deliver personalized service while maintaining accuracy, confidentiality, and sound fiduciary judgment.

Qualifications

• Professional experience in trust administration, fiduciary services, private wealth management, or a closely related field.
• 3+ years of directly relevant experience preferred.
• Understanding of trust structures, fiduciary duties, trust distributions, and beneficiary relationships.
• Strong analytical, organizational, and communication skills.
• Ability to manage complex matters with professionalism and attention to detail.
• Experience with fiduciary accounting, trust taxation, or complex trust administration is a plus.
• Background with a trust company, bank trust department, wealth management firm, or trusts and estates practice is valued.
• Professional certifications such as CTFA are a plus, but not required.

Why You Will Love Working Here

Trust administration is about more than managing assets. It's about building relationships, honoring intentions, and helping families plan confidently for the future.

We offer the opportunity to put your fiduciary expertise to meaningful use while collaborating with professionals who share your commitment to thoughtful service and long-term client success.

If you're looking for a role where your judgment, experience, and relationships truly matter, we'd love to connect with you.

Bring your expertise to a team where you can make a lasting difference.

JPC-2999

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Retirement plan