VP Trust Officer — High‑Net‑Worth Client Stewardship

Victus Search Limited; 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

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.