Job Description

Summary

Trust Advisor to join our Fiduciary Services team. This role supports Trustees and clients across a wide range of complex trust administration needs. The ideal candidate is a proactive, solutions-oriented professional who brings strong technical expertise, excellent client service skills, and the ability to work independently in a fast-paced fiduciary environment.

Key Responsibilities

• Administer complex trusts, estates, and related fiduciary matters.
• Review trust instruments and address probate, fiduciary, tax, retirement plan, and estate planning issues.
• Serve as a primary point of contact for clients, attorneys, tax preparers, and external advisors.
• Manage account openings, distributions, terminations, death, gift and GST administration, and gift tax returns.
• Lead or support projects assigned by the Head of Fiduciary Services; partner closely with Client Services and internal departments.
• Contribute to process improvement, training, and fiduciary risk management initiatives.
• Maintain strong attention to detail while managing multiple priorities and confidential information.

Qualifications

• 7+ years of trust administration experience.
• CTFA designation or willingness to obtain it.
• Strong technical skills (Excel, Word, portfolio/accounting systems such as Sungard AddVantage, ProFx, Estate Planning Tools).
• Demonstrated success in a client-facing environment with the ability to handle sensitive and complex matters.
• Exceptional judgment, communication skills, follow-through, and attention to detail.
• Self-starter with a strong work ethic, “can-do” attitude, and commitment to accuracy and deadlines.

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