Trust Officer Job at Financial Recruiters International, Houston, TX

RXZHUlU0dWNja25TN1J2c081UCsrQ1pzNVE9PQ==
  • Financial Recruiters International
  • Houston, TX

Job Description

Job Description

Position Overview

We’re seeking a client-focused Trust Officer (3+ years) to join our growing team. In this role, you’ll play a pivotal part in supporting high-net-worth client relationships while managing the complexities of fiduciary administration, estate planning, and wealth transfer. This is an exciting opportunity for a motivated professional who wants to make a meaningful impact on clients’ legacies while gaining exposure to business development and deepening expertise in trust and estate administration.

Key Responsibilities:

  • Support the administration of trust accounts, estates, and fiduciary relationships, ensuring compliance with legal, regulatory, and fiduciary standards.
  • Assist senior officers with client relationship management, including preparing reports, attending client meetings, and responding to inquiries.
  • Collaborate with internal banking, legal, tax, and wealth management teams to deliver comprehensive client service.
  • Conduct research and prepare recommendations on trust structures, estate planning strategies, and fiduciary matters.
  • Monitor client accounts for accuracy, performance, and adherence to client objectives.
  • Maintain accurate documentation, records, and reporting for all fiduciary accounts.

Qualifications:

  • JD and/or other certifications (Preferred)
  • 3+ years of experience in trust administration, estate planning, or related fiduciary services.
  • Familiarity with fiduciary principles, estate planning basics, and trust management practices.

Why Join Us?

This is more than just a fiduciary role, it’s a chance to become a trusted advisor in clients’ most important financial decisions. You’ll work in a collaborative, client-centered environment with opportunities to grow your career, expand your expertise, and contribute to building long-lasting client relationships.

Job Tags

Similar Jobs

U.S Government

CAREER FIELD ADMINISTRATOR Job at U.S Government

 ...is a condition of employment. Incumbent must sign an AF-wide mobility agreement. Must be able to obtain and maintain a SECRET security clearance If authorized, PCS will be paid IAW JTR and AF Regulations. If receiving an authorized PCS, you may be subject to completing... 

O'Halloran & Murphy Funeral Home & Cremation Services

Funeral Director Job at O'Halloran & Murphy Funeral Home & Cremation Services

 ...About Us For more than 100 years, the OHalloran family has carried forward a tradition of quality funeral care built on respect, dignity, compassion, and friendship for those we serve. Today, that tradition continues at OHalloran & Murphy Funeral Homes and Life... 

Mosaic

Instructional Designer Job at Mosaic

Drive Learning. Strengthen Impact. Design with Purpose. At Mosaic, we relentlessly pursue opportunities that empower people . We are seeking a passionate Instructional Designer to strengthen our impact through the design of high-quality learning experiences. This...

CONQUEST DESIGN GROUP PTE. LTD.

Interior Designer Job at CONQUEST DESIGN GROUP PTE. LTD.

INTERIOR DESIGNER / CONSULTANT No Prior Experience Needed | Full Training Provided | Exceptional Earnings + Global IncentivesLocation: SingaporeFull-Time | Competitive Base Salary + Lucrative Commissions | Clear Career Growth Path (SG & PR ONLY)Are you seeking a meaningful... 

Title Boxing Club North Austin

Boxing Coach / Fitness Trainer / Kickboxing Instructor Job at Title Boxing Club North Austin

 ...Job Description Job Description Our Story TITLE Boxing Club is the worlds leading authentic heavy bag boxing club, built on the...  ...physically and mentally. Position Overview Step into the ring as a Coach and make an impact every single day. At TITLE Boxing Club, you...