Trust Officer

Victus Search Limited; Sarasota (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Victus Search Limited, working with a US trust and wealth management client in Sarasota, FL, seeks a trusted professional to manage fiduciary accounts and high-net-worth client relationships. The role combines trust administration with strategic wealth planning support.

You will work closely with investment, legal, and tax colleagues to deliver tailored estate administration and wealth transfer solutions, conduct annual reviews, and help expand the firm’s referral network in the local market.

Qualifications

• 3+ years' experience within trusts, fiduciary services, private wealth or wealth management.
• Experience managing client relationships and fiduciary accounts.
• Understanding of trust and estate administration.
• Strong communication and client-facing skills.
• Professional qualifications such as CTFA, CFP, J.D. or similar would be advantageous.

Responsibilities

• Administration of trust, investment and fiduciary accounts.
• Managing client relationships and high level of service.
• Reviewing trust structures, estate planning arrangements and governing documentation.
• Conducting annual account reviews, including investments, transactions, fees and risk assessments.
• Liaising with attorneys, tax advisers and other professional intermediaries.
• Preparing client presentations, reports and review materials.
• Supporting wealth transfer and estate planning strategies.
• Developing referral networks and professional relationships within the local market.
• Assisting with new business development initiatives and prospect engagement.

Skills

Trust administration

Client relationship management

Communication skills

Investment understanding

Professionalism

Education

CTFA, CFP, or JD advantageous

Bachelor's degree in related field

Job description

Our client is an independently owned US trust and wealth management firm dedicated to fiduciary integrity, personalized client service, and strong community ties. The firm provides tailored trust, estate, and investment solutions and is expanding its capacity, offering a stable, client‑focused environment with long‑term professional values.

Overview

This is an excellent opportunity for a trust professional who enjoys client‑facing responsibilities, relationship management, and the day‑to‑day administration of trust and fiduciary structures. Working closely with investment professionals, legal advisers, and tax specialists, you will play a key role in delivering tailored wealth planning and estate administration solutions to high‑net‑worth clients.

The ideal candidate will bring significant trust‑administration experience, strong interpersonal skills, and a commitment to a relationship‑driven, client‑first culture.

Key Responsibilities

• Administration of trust, investment and fiduciary accounts.
• Managing client relationships and providing a high level of service.
• Reviewing trust structures, estate planning arrangements and governing documentation.
• Conducting annual account reviews, including investments, transactions, fees and risk assessments.
• Liaising with attorneys, tax advisers and other professional intermediaries.
• Preparing client presentations, reports and review materials.
• Supporting wealth transfer and estate planning strategies.
• Developing referral networks and professional relationships within the local market.
• Assisting with new business development initiatives and prospect engagement.

Candidate Profile

• 3+ years' experience within trusts, fiduciary services, private wealth or wealth management.
• Experience managing client relationships and fiduciary accounts.
• Understanding of trust and estate administration.
• Working knowledge of investment and portfolio management principles.
• Strong communication and client‑facing skills.
• Professional qualifications such as CTFA, CFP, J.D. or similar would be advantageous.

Why Consider This Opportunity?

• Join a respected, client‑focused fiduciary business.
• Exposure to high‑net‑worth clients and complex estate planning matters.
• Broad role combining trust administration, relationship management and business development.
• Collaborative team environment with strong long‑term career prospects.

Equal Opportunity Statement

This position is open to all qualified applicants. Our client does not discriminate on the basis of race, color, national origin, citizenship status, religion, sex, age, disability, or any other protected characteristic under applicable federal law.