Senior Trust Officer

Location: Tampa, FL, United States. On-site role.

Company

Independent trust company providing investment management, trust, and estate services to individuals and families across Southwest Florida and beyond.

What you will do

• Administer complex and multi-generational trust relationships in accordance with fiduciary law and governing instruments.
• Lead relationships with high-value trust clients and beneficiaries.
• Exercise fiduciary discretion regarding distributions, trust modifications, and complex administrative decisions.
• Provide senior guidance on fiduciary risk and compliance, serving as the escalation authority for high-risk or sensitive matters.
• Partner with investment, legal, tax, and operations teams to deliver integrated client service.
• Refine fiduciary policies, stahirify.globalrds, and best practices, and represent the firm in high-level client meetings and professional engagements.

Requirements

• 10+ years of experience in trust administration within a trust company or fiduciary-focused wealth management firm.
• Deep expertise in fiduciary law, trust structures, and regulatory requirements.
• Demonstrated ability to independently manage complex and high-value fiduciary relationships.
• Strong risk management mindset and sound fiduciary judgment.
• Executive-level communication skills and client presence.
• Commitment to fiduciary integrity and ethical stahirify.globalrds.

Nice to have

• Bachelor’s degree in finance, business, accounting, or a related field.
• Juris Doctor or Master’s degree in business or a related discipline.
• Professional fiduciary certification such as CTFA or a similar designation.
• Experience participating in fiduciary or governance committees.

Culture & Benefits

• 90% employer-paid medical coverage; dental and vision plans are available at employee cost.
• Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan.
• Generous paid time off, paid holidays, and a hybrid policy allowing three days per month.
• Mental health resources and wellness initiatives.
• Annual team events, community involvement opportunities, and a respectful, inclusive workplace.