Trust Officer (Vice President)

Victus Search; Sarasota (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Annual incentive programme

Year-end profit sharing

Job summary

Victus Search Limited is seeking an experienced Trust Officer (Vice President) to join our Sarasota, Florida office. You will manage a portfolio of trust and agency accounts, working closely with high-net-worth clients and advisers to deliver exceptional service.

The role emphasizes trust administration, fiduciary responsibilities, and wealth transfer planning. Strong client management skills and professional qualifications (CFP/CTFA/JD) are advantageous.

Qualifications

• Experience in trust and estate administration within a trust company, wealth management firm, private bank, or fiduciary services organisation.
• Strong understanding of trust administration, fiduciary responsibilities, and estate planning concepts.
• Experience managing client relationships and working with professional advisers.

Responsibilities

• Administer trust and agency accounts, ensuring accurate documentation and compliance.
• Maintain strong relationships with clients, beneficiaries, attorneys, CPAs, and other advisers.
• Review trust accounts, investment performance, and fiduciary matters.
• Interpret trust and estate documents and support wealth transfer planning strategies.
• Prepare for and participate in client review meetings.
• Develop relationships with centres of influence and support business development initiatives.
• Collaborate with internal teams to deliver an exceptional client experience.

Skills

Trust administration

Client relationship management

Estate planning

Regulatory/compliance

Education

CFP/CTFA/JD or equivalent

Job description

We are partnering with a highly respected independent Trust Company seeking an experienced Trust Officer (Vice President) to join its Sarasota, Florida office.

This is an excellent opportunity for a trust professional with strong experience in trust administration, client relationship management, and estate planning support. You will manage a portfolio of trust and agency accounts, work closely with high-net-worth clients and professional advisers, and contribute to the firm's continued growth.

Key Responsibilities

• Administer trust and agency accounts, ensuring accurate documentation and compliance.
• Maintain strong relationships with clients, beneficiaries, attorneys, CPAs, and other advisers.
• Review trust accounts, investment performance, and fiduciary matters.
• Interpret trust and estate documents and support wealth transfer planning strategies.
• Prepare for and participate in client review meetings.
• Develop relationships with centres of influence and support business development initiatives.
• Collaborate with internal teams to deliver an exceptional client experience.

Requirements

• Experience in trust and estate administration within a trust company, wealth management firm, private bank, or fiduciary services organisation.
• Strong understanding of trust administration, fiduciary responsibilities, and estate planning concepts.
• Experience managing client relationships and working with professional advisers.
• Knowledge of investment and portfolio management principles.
• Excellent communication, organisation, and client service skills.
• CFP, CTFA, JD, or similar professional qualifications are advantageous.

Compensation

• Annual incentive programme
• Year-end profit sharing

Equal Opportunity Statement

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