Trusted Fiduciary Advisor | Hybrid Work & Client Impact

Westport One; South Dakota; Hybrid; USD 90,000 - 170,000; Full time

Benefits offered by this job

Hybrid work environment

Supportive team

Voice matters culture

Job summary

Westport One is seeking an experienced Trust Advisor to manage sophisticated fiduciary relationships, collaborating with attorneys and financial professionals to serve high-net-worth families. We offer a hybrid work environment and a culture where your voice matters, combined with a supportive team and growth opportunities.

Bring your trust administration expertise, client-first mindset, and a can-do attitude, and help clients navigate life's biggest decisions while advancing a meaningful career

Responsibilities

• Manage sophisticated fiduciary relationships with high-net-worth families.
• Collaborate with attorneys and financial professionals to service client needs.
• Help clients navigate major life decisions with a client-first mindset.

Job description

Westport One is seeking an experienced Trust Advisor to manage sophisticated fiduciary relationships, collaborating with attorneys and financial professionals to serve high-net-worth families. We offer a hybrid work environment and a culture where your voice matters, combined with a supportive team and growth opportunities.

Bring your trust administration expertise, client-first mindset, and a can-do attitude, and help clients navigate life's biggest decisions while advancing a meaningful career