Associate Trust Officer - Estate & Trust Settlements

Location: Saint Petersburg, Florida, United States; hybrid workstyle

Company

hirify.global provides financial and fiduciary services focused on client-first, integrity, independence, and long-term decision-making.

What you will do

• Administer personal trust, estate, and custody accounts in accordance with governing instruments, local law, tax law, and fiduciary principles.
• Read and interpret trust and testamentary instruments and handle complex trust administration activities.
• Support estate administration by confirming assets, preparing inventories, securing property, and assisting with court filings and real estate recordings.
• Maintain records for annuities and life insurance held in trust, including death claims and beneficiary notifications.
• Coordinate with Financial Advisors and clients on trust objectives, asset allocation, suitable investments, and financial requirements.
• Review accounts, monitor required actions, instruct trust administrators, and participate in Trust Committee activities.

Requirements

• Bachelor’s degree in Accounting, Business Administration, or Finance.
• General work experience of 7–12 months.
• Knowledge of trust administration and estate planning principles.
• Understanding of trust accounting and ability to apply relevant local and tax law.
• Ability to communicate with clients, Financial Advisors, attorneys, and CPAs; draft written correspondence and use Microsoft Office applications.
• Ability to make decisions with limited supervision and manage detailed transactional work in a fast-paced office environment.

Culture & Benefits

• Hybrid workstyle with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, and parental leave.
• Culture emphasizes professional development, collaboration, pragmatic decision-making, accountability, and continuous improvement.
• People-first environment that values diverse backgrounds and authentic perspectives.