Trust Officer (Vice President)

Victus Search; Venice (FL); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Annual incentive programme

Profit sharing

Job summary

Victus Search Limited is seeking an experienced Vice President, Trust Officer to join its leadership team in Venice, Florida. You will oversee sophisticated trust and estate administration, steward high-net-worth client relationships, and drive fiduciary oversight and business development.

As a senior trust professional, you will mentor staff, collaborate with legal, tax, and investment professionals, and help shape the growth of the trust administration function across Florida.

Qualifications

• 10+ years' trust administration experience in a trust company, private bank, wealth management firm, family office, or fiduciary services.

Responsibilities

• Administer complex trust, estate, and fiduciary relationships.
• Serve as the primary contact for high-net-worth clients, beneficiaries, attorneys, CPAs, and advisors.
• Review trust documents, oversee distributions, and ensure fiduciary compliance.
• Lead client meetings and coordinate with legal, tax, and investment professionals.
• Mentor trust administration staff and support strategic initiatives.
• Develop referral networks and identify new business opportunities across Florida.

Skills

Trust administration

Client relationship management

Fiduciary oversight

Business development

Education

CTFA

CFP/CPA/JD advantageous

Job description

A growing independent trust and wealth management firm is seeking an experienced Vice President, Trust Officer to join its leadership team in Venice, Florida.

This is an excellent opportunity for a senior trust professional with extensive experience in trust and estate administration, client relationship management, fiduciary oversight, and business development. You will act as a trusted advisor to high-net-worth individuals and families while helping lead and develop the trust administration function.

Key Responsibilities

• Administer complex trust, estate, and fiduciary relationships.
• Serve as the primary contact for high-net-worth clients, beneficiaries, attorneys, CPAs, and advisors.
• Review trust documents, oversee distributions, and ensure fiduciary compliance.
• Lead client meetings and coordinate with legal, tax, and investment professionals.
• Mentor trust administration staff and support strategic initiatives.
• Develop referral networks and identify new business opportunities across Florida.

Requirements

• 10+ years' trust administration experience within a trust company, private bank, wealth management firm, family office, or fiduciary services provider.
• Strong knowledge of trust and estate administration, fiduciary responsibilities, and wealth transfer planning.
• Proven ability to manage sophisticated client relationships independently.
• Business development mindset with an established professional network preferred.
• CTFA strongly preferred; CFP, CPA, JD, or similar qualifications 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, color, national origin, citizenship status, religion, sex, age, disability, or any other protected characteristic under applicable federal law.