Trust Advisor

Westport One; South Dakota; Hybrid; USD 90,000 - 170,000; Full time

Benefits offered by this job

Hybrid work environment

Supportive team

Voice matters culture

Job summary

Westport One is seeking an experienced Trust Advisor to manage sophisticated fiduciary relationships, collaborating with attorneys and financial professionals to serve high-net-worth families. We offer a hybrid work environment and a culture where your voice matters, combined with a supportive team and growth opportunities.

Bring your trust administration expertise, client-first mindset, and a can-do attitude, and help clients navigate life's biggest decisions while advancing a meaningful career

Responsibilities

• Manage sophisticated fiduciary relationships with high-net-worth families.
• Collaborate with attorneys and financial professionals to service client needs.
• Help clients navigate major life decisions with a client-first mindset.

Job description

Let's be honest... If you're looking for another job where you're treated like a trust-processing machine, this isn't it. If you believe trust is built through relationships—not just documents—and enjoy helping clients navigate life's biggest decisions, we should talk.

We're seeking an experienced Trust Advisor to manage sophisticated fiduciary relationships, collaborate with attorneys and financial professionals, and make a meaningful impact on the lives of high-net-worth families. We value people who are authentic, collaborative, growth-minded, and not afraid to ask questions or share ideas (yes, even the good ones). Bring your trust administration expertise, client-first mindset, and "can-do" attitude, and we'll provide a hybrid work environment, a supportive team, and a culture where your voice matters. Bonus points if you can explain the Rule Against Perpetuities without making everyone reach for another cup of coffee.

If you're ready to grow your career with a firm that values both excellence and a little personality, we'd love to meet you.

To learn more about our organization please visit us at www.westportone.com