Trust Advisor – Special Needs Trust

Jobtailor; California (MO); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor seeks a seasoned fiduciary professional to lead trust and estate administration for high-net-worth families. You will develop subject matter expertise and serve as a trusted advisor to clients and their families.

You will anticipate service needs, coordinate with partners and external advisors, expand relationships, and oversee trust accounts while ensuring compliance with laws and documents. This is a client-facing, senior role requiring meticulous attention to detail and cross-team

Qualifications

• Bachelor’s degree in Finance, Accounting, Law, or related field.
• 7+ years of experience in trust and estate administration.
• Strong knowledge of trust and estate laws and regulations.
• Ability to advise on fiduciary strategies.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Develop subject matter expertise in fiduciary related areas.
• Serve as a Trusted Advisor by developing close, personal relationships with clients and their families
• Anticipate clients service offering needs and coordinate with partners along with external advisors
• Actively participate in expanding and deepening existing relationships
• Oversee the administration of trust accounts, ensuring compliance with trust documents and legal requirements

Skills

Trust relationship management

Fiduciary guidance

Regulatory knowledge

Client advisory

Education

Bachelor's degree in Finance/Accounting/Law or related field

Advanced degree or certifications (CTFA/ CFP)

Tools

MS Office

Job description

Responsibilities

• Develop subject matter expertise in fiduciary related areas
• Serve as a Trusted Advisor by developing close, personal relationships with clients and their families
• Anticipate clients service offering needs and coordinate with partners along with external advisors
• Actively participate in expanding and deepening existing relationships
• Oversee the administration of trust accounts, ensuring compliance with trust documents and legal requirements

Qualifications

• Bachelor’s degree in Finance, Accounting, Law, or a related field
• Advanced degree or professional certification (e.g., CTFA, CFP) preferred
• Minimum 7 years of experience in trust and estate administration
• Strong knowledge of trust and estate laws and regulations
• Demonstrated ability to advise on fiduciary strategies
• Proficiency in Microsoft Office Suite