Senior Trust Officer

Location: Hybrid role with onsite presence at the Tukwila, Washington headquarters Tuesdays through Thursdays; remote work is available Mondays and Fridays.

Salary: $128,900–$157,500 annually target pay range; full pay range is $99,900–$186,400 annually. Performance-based compensation incentives are also available.

Company

hirify.global is a purpose-driven financial institution serving 1.5 million members and managing more than $30 billion in assets.

What you will do

• Administer personal trust, estate, agency, retirement, investment, and real estate-related accounts.
• Manage client portfolios and provide proactive guidance on trust, estate, fiduciary, investment, tax, and retirement matters.
• Ensure fiduciary and regulatory compliance by interpreting trust documents, governing instruments, applicable laws, policies, and procedures.
• Partner with Investment Officers, attorneys, accountants, tax professionals, and other advisors to develop appropriate client strategies.
• Build relationships with prospective and existing clients, identify business opportunities, and support growth through networking, referrals, and presentations.
• Provide specialized and concierge services while supporting operational excellence, team objectives, and special projects.

Requirements

• Bachelor’s degree in Business, Accounting, or equivalent education or work experience.
• At least 10 years of experience in trust, estate planning, administration, investments, and/or business development.
• Strong knowledge of trust and estate administration, fiduciary responsibilities, investments, taxation, retirement planning, and estate planning.
• Excellent analytical, organizational, negotiation, project management, written, and verbal communication skills.
• Excellent written and verbal English communication skills are required.
• Ability to work independently and collaboratively, exercise sound judgment, and mentor other associates.

Nice to have

• Trust Certificate and/or CTFA completion, or continuing education toward the CTFA designation.
• Experience with Special Needs Trusts and Settlement Trusts.
• Affiliation with estate and trust organizations.

Culture & Benefits

• People-focused culture centered on supporting members, communities, and employees.
• 401(k) company match of up to 3% plus a 4% annual employer contribution.
• Medical, dental, and vision coverage with family contributions.
• PTO program, PTO exchange program, and paid volunteer time through hirify.global Cares.
• Tuition reimbursement and donation matching programs.
• Collaborative environment with investment professionals, attorneys, accountants, tax specialists, and trust professionals.