What are the responsibilities and job description for the Senior Trust Officer position at 360 Headhunter?
A leading financial services firm in Tennessee is seeking an accomplished Senior Trust Officer to oversee complex trust portfolios for high-net-worth clients, delivering exceptional fiduciary expertise with utmost confidentiality.
**Responsibilities:**
- Lead administration of sophisticated trust accounts, ensuring compliance with legal and fiduciary standards.
- Act as primary advisor to ultra-high-net-worth clients, beneficiaries, and counsel.
- Oversee asset management, distributions, and tax strategies.
- Drive compliance with regulations and internal protocols.
- Mentor junior staff and collaborate with legal/tax/investment experts discreetly.
**Qualifications:**
- Bachelor’s degree (finance, law, or related); CTFA, CFP, or JD strongly preferred.
- 7 years in trust administration or wealth management, with senior-level experience.
- Expert knowledge of trust/estate laws, fiduciary duties, and investments.
- Proven discretion, leadership, and client relationship skills.
- Proficient in trust software and MS Office.
**Offerings:**
- Top-tier compensation and benefits (health, 401(k), etc.).
- Leadership opportunities in a prestigious firm.
- Flexible work arrangements.
