Harrison Gray Search has partnered with a growing company seeking an experienced professional to oversee the day-to-day management and administration of a diverse portfolio of trust accounts. This role involves direct interaction with clients, beneficiaries, and other professionals to provide exceptional fiduciary services.

Core Responsibilities

• Account Management & Compliance: Administer a complex portfolio of personal and specialized fiduciary accounts. This includes managing cash flow, executing asset distributions, and adhering to strict internal review checklists.
• Stakeholder Relations: Act as a primary point of contact for beneficiaries, legal counsel, and financial advisors. You must balance the competing needs of current income beneficiaries and remaindermen with professional diplomacy.
• Regulatory Oversight: Ensure all accounts meet state and federal banking requirements. You will prepare comprehensive reports for internal oversight committees and monitor the timely filing of relevant tax documentation.
• Operational Excellence: Maintain accurate records within the CRM and ensure all annual account reviews are completed within the required statutory windows.

Key Competencies

• Communication: Exceptional interpersonal skills with the ability to translate complex fiduciary concepts to various stakeholders.
• Technical Proficiency: Advanced analytical skills and mastery of the Microsoft Office Suite. A strong commitment to data privacy and information security protocols is required.
• Organizational Agility: Ability to prioritize a high volume of time-sensitive distribution requests and administrative tasks in a fast-paced environment.
• Sound Judgment: Capability to make independent, reasoned decisions regarding account administration while knowing when to escalate complex legal or ethical issues.

Candidate Qualifications

• Experience: 2+ years of professional experience within financial services, trust administration, or a legal environment.
• Education: Bachelor’s degree or an equivalent combination of education and experience.
• Certifications: Professional designations such as CTFA, CFP, or a JD are highly preferred but not required.

What Our Client Offers

Compensation & Benefits

• This role offers a strong base salary with bonus potential.
• 401k with match
• Robust health benefits
• Generous PTO
• Professional growth and clear career path within the firm.