Trust Officer (Finance)

TL;DR

Trust Officer (Finance): Administering a diverse book of trust and personal wealth management accounts for high-net-worth individuals with an accent on fiduciary care and relationship management. Focus on coordinating estate and tax planning, implementing investment strategies, and providing concierge-level client service.

Location: Boston, Massachusetts or Windsor, Connecticut

Salary: $113,100–$148,400

Company

hirify.global is a purpose-driven financial services organization focused on long-term impact, wealth preservation, and stewardship.

What you will do

• Manage a diverse book of private wealth clients as the primary relationship manager and point of contact.
• Partner with financial professionals to assess and review estate planning, tax planning, and investment needs.
• Implement investment strategies and oversee long-term objectives as defined in Investment Policy Statements.
• Collaborate with internal partners in Tax, Fiduciary, and Compliance to ensure high-quality customer service.
• Facilitate scheduled client meetings to discuss portfolio objectives and financial changes.
• Administer accounts in accordance with fiduciary standards, regulatory guidelines, and governing committee procedures.

Requirements

• Bachelor’s degree or HS diploma with 8+ years of experience in financial services or trust administration.
• 6+ years of experience in Trust Administration Relationship Management.
• Must be able to pass a non-registered fingerprinted background check to qualify under FINRA.
• Willingness to obtain the CTFA (Certified Trust and Fiduciary Advisor) designation.
• Availability for occasional travel for client meetings, industry conferences, and business events.

Nice to have

• Current CTFA (Certified Trust and Fiduciary Advisor) designation.
• Working knowledge of fiduciary income taxation and Trust/Probate law.
• Experience with Special Needs Trusts or registered investment advisor (RIA) firms.
• Experience with trust administration and trust accounting platforms.

Culture & Benefits

• Purpose-driven organization that values long-term impact over short-term outcomes.
• Collaborative environment with employee-led communities and inclusion forums.
• Access to continuous learning, development, and internal growth networks.
• Culture grounded in integrity, responsibility, and a strong legacy of stewardship.