Trust Officer

SHR Talent; Nashville (TN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading independent trust and wealth management firm in Nashville, TN is seeking a Trust Officer for a key client-facing position. The role involves administering trust accounts, ensuring compliance with fiduciary standards, and offering personalized guidance. Ideal candidates should have a degree in finance or related field and over 5 years of fiduciary experience. Competitive benefits include medical insurance and a 401(k).

Qualifications

• 5+ years of trust administration or fiduciary experience.
• Strong understanding of estate planning and fiduciary principles.

Responsibilities

• Administer and oversee a portfolio of personal trust accounts.
• Coordinate with investment, tax, and legal professionals to manage client objectives.
• Maintain fiduciary compliance and accurate recordkeeping.
• Participate in client meetings and develop long-term relationships.
• Assist in new client onboarding and account transitions.
• Contribute to business development efforts as appropriate.

Skills

Client relationship management

Fiduciary compliance

Communication skills

Interpersonal skills

Education

Degree in Finance, Accounting, Business, or related field

Job description

1 day ago Be among the first 25 applicants

SHR Talent is partnering with a leading independent trust and wealth management firm in Nashville, TN in its search for a Trust Officer to join their growing team. The Trust Officer is a key client-facing position responsible for administering trust accounts, developing client relationships, and providing personalized fiduciary guidance across complex portfolios.

As part of a collaborative and client-centered team, the Trust Officer will manage a book of trust accounts, ensure compliance with fiduciary standards, and serve as a trusted advisor to clients and beneficiaries. The ideal candidate for the Trust Officer opportunity will bring both technical expertise, excellent communication and client relationship skills, and strong interpersonal skills with the ability to represent the firm in meetings and client discussions confidently.

Responsibilities

• Administer and oversee a portfolio of personal trust accounts
• Coordinate with investment, tax, and legal professionals to manage client objectives
• Maintain fiduciary compliance and accurate recordkeeping
• Participate in client meetings and develop long-term relationships
• Assist in new client onboarding and account transitions
• Contribute to business development efforts as appropriate

Qualifications

• Degree in Finance, Accounting, Business, or related field, preferred
• 5+ years of trust administration or fiduciary experience
• Background in accounting, finance, investments, or law preferred
• Strong understanding of estate planning and fiduciary principles

  Seniority level

  Mid-Senior level

  Employment type

  Full-time

  Job function

  Accounting/Auditing and Finance

  Benefits

  • Medical insurance
  • Vision insurance
  • 401(k)

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