AVP, Trust Officer (Trust Administration)

Location: Cleveland, United States; other location: Las Vegas, NV, United States. Full-time, onsite role.

Salary: $88,580.00–$147,599.00 per year.

Company

hirify.global is a US wealth management firm supporting financial advisors, financial institutions, and their clients with investment solutions, fintech tools, practice management services, brokerage, and advisory asset custody.

What you will do

• Administer trusts and investment accounts for designated clients, including transactions, account setup and funding, overdraft and tax lot management, annual reviews, special assets, and account termination.
• Prepare summaries and recommendations for discretionary actions and communicate with trustees, beneficiaries, financial advisors, attorneys, CPAs, and other partners.
• Analyze wills, trusts, agreements, and entity documents in relation to clients’ estate, tax, and financial plans.
• Manage moderately complex to complex client and financial advisor relationships, address concerns, resolve issues, and provide fiduciary, tax, legal, administrative, and investment support.
• Coach, mentor, and supervise trust specialists and collaborate on projects, best practices, and firm-wide initiatives.
• Apply knowledge of asset classes, allocation, risk, Prudent Investor standards, and the firm’s investment philosophy when communicating with clients.

Requirements

• Five years of experience in trust administration, preferably with a broker-dealer or traditional bank/trust company.
• Knowledge of financial planning, philanthropic planning, and fiduciary law.
• Bachelor’s degree preferred; advanced degree or certification preferred.

Nice to have

• Strong verbal and written communication skills for interacting with clients and financial advisors.
• Detail-oriented approach to trust administration, tax, and investment requirements.
• Experience with Microsoft Office and the ability to adapt to trust and tax accounting applications.
• Strong organizational skills.

Culture & Benefits

• Collaborative, team-oriented environment focused on integrity, continuous improvement, creativity, and client success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Resources and autonomy to contribute to firm-wide initiatives and client outcomes.

Hiring process

• LPL communicates with applicants directly from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants are not asked for payment or bank or credit card information.