Trust Officer (Personal Trust Administration)

Location: Remote, Florida, United States

Company

hirify.global provides trust administration and financial services while emphasizing client-first service, integrity, independence, and long-term decision-making.

What you will do

• Administer personal trusts in accordance with applicable statutes, regulations, fiduciary laws, and internal policies.
• Participate in income tax planning and preparation, and explain tax matters to beneficiaries, Financial Advisors, and other stakeholders.
• Define client and beneficiary goals with Financial Advisors and investment officers, including asset allocation and portfolio change reviews.
• Support personal trust administration, estate planning inquiries, business development meetings, conference calls, and seminar events.
• Resolve complex accounting and administrative issues and review assignment progress with senior management.
• Lead, coach, and mentor less experienced staff when required.

Requirements

• Bachelor's degree in Accounting, Business Administration, or Finance.
• 3–6 years of general professional experience.
• Knowledge of IRA and Inherited IRA administration, Florida Trust Code or applicable state trust codes, fiduciary principles, finance, accounting, and income tax planning.
• Understanding of investment concepts, financial markets, banking, securities operations, financial advisory functions, and investment processes.
• Strong interpersonal, leadership, presentation, oral, and written communication skills.
• Ability to work independently, make non-routine decisions, resolve complex problems, manage changing priorities, and maintain attention to detail.

Culture & Benefits

• Remote work arrangement with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• People-first culture focused on respecting individual backgrounds and authentic contributions.