Trust Officer: Estate & Fiduciary Relationship Management

Riverview Bank; Vancouver (WA); On-site; USD 90,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401K

Short-term disability

Long-term disability

Life insurance

Vacation and sick time

Educational assistance

Holiday pay

Rewards programs

Job summary

Riverview Bank in Vancouver, WA seeks a Trust Administrator to manage a portfolio of trust and estate accounts, provide fiduciary guidance, and support estate planning needs. You will coordinate with internal teams and external professionals to meet clients' long-term financial goals, ensure compliance with governing documents and laws, and deliver exceptional service.

The role requires a Bachelor's degree or equivalent, CTFA/CFP preferred, and carries a competitive salary with comprehensive

Qualifications

• 3–5 years of experience in trust administration, estate planning, or fiduciary services.
• Direct client relationship experience with a track record of expanding relationships.
• External center of influence network preferred.

Responsibilities

• Serve as primary contact for a portfolio of trust and estate accounts (or others as part of a larger relationship or specialization).
• Administer accounts in accordance with governing documents, applicable laws, and Riverview Trust Company and Riverview Bank policies.
• Coordinate with internal and external partners (e.g., investment officers, external legal team, tax professional, operations) to manage account activity and resolve client needs.
• Build and maintain strong relationships with clients, beneficiaries, attorneys, and other advisors or keep people within the client’s relationship team.
• Participate in client onboarding, including trust document review and account setup.
• Identify opportunities to expand relationships and promote trust and investment services.
• Monitor account performance in accordance with the IPS and investment team, conduct annual/all-encompassing relationship reviews, and ensure regulatory compliance and risk oversight is adhered to.
• Assist with estate settlements, trust administration and the interpretation of complex trust provisions as needed.
• Stay current on fiduciary laws, industry trends, and financial planning best practices.

Skills

Relationship management

Interpersonal communication

Attention to detail

Ethical conduct and confidentiality

Education

Bachelor's degree or equivalent

CTFA or CFP preferred

Tools

Microsoft Office Suite

Trust accounting systems

Job description

Riverview Bank in Vancouver, WA seeks a Trust Administrator to manage a portfolio of trust and estate accounts, provide fiduciary guidance, and support estate planning needs. You will coordinate with internal teams and external professionals to meet clients' long-term financial goals, ensure compliance with governing documents and laws, and deliver exceptional service.

The role requires a Bachelor's degree or equivalent, CTFA/CFP preferred, and carries a competitive salary with comprehensive