Trust Settlement Officer (Financial Services)

Location: Onsite in Wilmington, DE; Henderson, NV; Austin, TX; or Westlake, TX

Salary: $85,000–$145,000 per year, plus bonus or incentive opportunities

Company

hirify.global provides investment, personal trust, and financial services to individual investors, beneficiaries, registered investment advisors, and corporate fiduciaries.

What you will do

• Manage complex trust settlement activities following the death of a grantor or beneficiary.
• Collect, review, document, and distribute trust assets in accordance with governing documents, applicable requirements, and firm procedures.
• Coordinate tax-related activities, beneficiary communications, distribution planning, and receipt and release documentation.
• Review accounts, support asset disposition, prepare discretionary memorandums, and coordinate trust termination efforts.
• Collaborate with beneficiaries, estate attorneys, executors, personal representatives, tax partners, trust officers, and internal teams.

Requirements

• 5+ years of experience in personal trust administration or legal estates practice.
• Bachelor’s degree or higher.
• Strong knowledge of trust administration principles and practical experience administering trust accounts.
• Ability to read, interpret, and explain wills, trusts, and other legal documents.
• Strong understanding of estate, gift, and GST tax provisions, including funding formulas.
• Ability to manage multiple priorities while maintaining accuracy, documentation quality, communication, and follow-through.

Nice to have

• Experience administering trusts governed by Delaware and Nevada law.
• Experience with inherited IRAs and trusteed IRAs.
• Experience preparing or coordinating estate notices, tax filings, receipt and release documents, and trust termination documentation.
• Experience applying risk mitigation and sound decision-making to trust activity, distribution plans, asset disposition, and fiduciary matters.
• Experience collaborating across trust, tax, legal, operations, and client-facing teams.

Culture & Benefits

• In-office collaboration is expected for this role.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.