Trust Officer

Judson Group; South Bend (IN); On-site; USD 90,000 - 140,000; Full time

Job summary

Judson Group is partnering with a major Midwest financial institution to identify an experienced Trust Officer. This role offers the chance to manage a meaningful portfolio of trust and estate accounts and to act as a trusted advisor to clients and families within a respected wealth management platform.

The Trust Officer will collaborate with Investment Portfolio Managers to deliver comprehensive wealth management solutions and will engage with high-net-worth clients, attorneys, and other

Qualifications

• 5+ years of trust administration experience.
• Bachelor’s degree required; advanced degree and/or CTFA designation preferred.
• Strong knowledge of fiduciary services and regulatory requirements.
• Excellent communication and relationship-building skills.

Responsibilities

• Administer a portfolio of trust, estate, agency, and guardianship accounts, including complex fiduciary relationships.
• Interpret trust documents, wills, and governing instruments to ensure accurate administration.
• Oversee account setup, asset transfers, distributions, payments, inventories, and ongoing maintenance.
• Partner with Investment Portfolio Managers to provide comprehensive wealth management and fiduciary services.
• Serve as the primary relationship manager for clients, beneficiaries, attorneys, and advisors.
• Provide guidance on fiduciary matters while ensuring compliance with laws and internal policies.
• Identify opportunities to deepen client relationships and generate new business through referrals and networking.
• Maintain accurate account records and recommend solutions for complex fiduciary matters.

Skills

Trust administration

Relationship management

Business development

Regulatory compliance

Communication

Attention to detail

Education

Bachelor’s degree

CTFA designation preferred

Tools

Microsoft Office

Job description

Judson Group is proud to partner with a respected and financially strong $9B Midwest financial institution in the search for a Trust Officer. This is an outstanding opportunity for an experienced trust professional to join a well-established wealth management team with a strong reputation for client service and long-term relationships.

In this role, you’ll manage a significant portfolio of trust and estate accounts, serve as a trusted advisor to clients and their families, and partner with investment professionals to deliver comprehensive wealth management solutions. If you’re passionate about fiduciary administration, relationship management, and business development, this is an excellent opportunity to make a meaningful impact.

Why You’ll Love This Role:

• Manage a well-established and meaningful book of trust and wealth management relationships.


• Join a financially strong, stable institution with a respected wealth management platform.


• Partner closely with investment professionals to deliver holistic client solutions.


• Build lasting relationships with high-net-worth individuals, families, attorneys, and other professional advisors.

What You’ll Be Doing:

• Administer a portfolio of trust, estate, agency, and guardianship accounts, including complex fiduciary relationships.


• Interpret trust documents, wills, and governing instruments to ensure accurate and compliant administration.


• Oversee account setup, asset transfers, distributions, payments, inventories, and ongoing account maintenance.


• Partner with Investment Portfolio Managers to provide comprehensive wealth management and fiduciary services.


• Serve as the primary relationship manager for clients, beneficiaries, attorneys, and other trusted advisors.


• Provide guidance on fiduciary matters while ensuring compliance with applicable laws, regulations, and internal policies.


• Identify opportunities to deepen existing client relationships and generate new business through referrals, networking, and community involvement.


• Maintain accurate account records and recommend solutions for complex or non-routine fiduciary matters.

What We’re Looking For:

• 5+ years of trust administration experience with strong knowledge of fiduciary services.


• Bachelor’s degree required; advanced degree and/or CTFA designation preferred.


• Solid investment management knowledge and the ability to collaborate with portfolio management professionals.


• Proven client relationship management and business development skills.


• Strong understanding of trust, estate, and fiduciary laws and regulatory requirements.


• Excellent communication, analytical, and problem-solving skills.


• Highly organized with exceptional attention to detail and accountability.


• Self-starter with a proactive mindset and the ability to manage multiple priorities effectively.


• Professional presence with strong interpersonal and relationship-building abilities.


• Proficiency with Microsoft Office, including Word and Excel.