Senior Trust Officer

4 weeks ago


Sarasota, Florida, United States Management Recruiters International Full time

Our client is seeking a skilled fiduciary professional to work directly with clients, administer trusts, and manage relationships in a collaborative team-based approach. The ideal candidate will be a great communicator, both internally and externally, and deliver exceptional client service at the highest level.

They will work well with others, understanding the true meaning of a partnership, and have achieved a JD or earned one of the following: CTFA, CFP, ATFA, CIMA, AIF, or other relevant industry designations. This is a salaried position with bonus and unique benefits.

To be successful in this role, the candidate will need to have strong communication and interpersonal skills, as well as the ability to work independently and as part of a team. They will be responsible for administering trusts, managing client relationships, and providing exceptional client service.

This is a unique opportunity to work with a reputable organization and contribute to the success of their clients. If you are a motivated and experienced fiduciary professional looking for a new challenge, please submit your resume for consideration.



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