Senior Trust & Estates Officer

Charlotte, North Carolina, United States, 28208

Sioux Falls, South Dakota, United States, 57110


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Type: Permanent

Experience: Standard Management (Manager/Supervisor of Staff)

Education: Bachelor's Degree

Category: Accounting / Finance / Insurance

Industry: Financial / Financial Services

Company: Westport One

Reference ID: wkVChT

Date Posted: 12/18/2025

Shortcut: http://jobs.mrinetwork.com/w3FLcH


Senior Trust & Estates Officer

Our client is growing—and they’re looking for a Senior Trust & Estates Officer who thrives at the intersection of fiduciary expertise, sophisticated planning, and high-touch client service. If you enjoy complex trust work, meaningful client relationships, and being treated like a professional (not a revenue quota), this one deserves your attention.

 

In this role, you’ll administer and service HNW and UHNW individuals and families, with a strong focus on multi-generational wealth transfer, estate and tax planning, and cross-border considerations. The trust work is real and substantive—think Irrevocable Trusts, Revocable Trusts, SNTs, and other advanced structures—not cookie-cutter administration.

 

What You’ll Be Doing

Serving as a trusted advisor to HNW & UHNW clients and families

Administering complex trust relationships with precision, care, and judgment

Providing thoughtful estate, fiduciary, and tax guidance (you don’t need to be a CPA, just dangerous in a good way)

Onboarding new clients and managing long-term relationships with confidence and polish

Taking on leadership responsibilities as the team and platform continue to grow

 

What They’re Looking For

8+ years of experience in a trust or fiduciary role

Proven success managing HNW & UHNW client relationships

Strong understanding of estate planning concepts and tax implications

Familiarity with South Dakota trust statutes (or the ability to get comfortable quickly)

Working knowledge of investments and alternatives—you don’t need to be an expert, but you should be able to hold your own in the room

Experience with SEI Trust 3000 and Microsoft products is a plus

Just as important as technical skills: they value professionals who are growth-oriented, adaptable, open, honest, collaborative, and solutions-focused. Translation: good humans who are excellent trust officers.

 

Why This Role Is Different

No traditional revenue quotas

Salaried position + bonus and strong benefits

High-touch, relationship-driven work

Clear opportunity for future leadership and growth

A firm that believes trust officers should focus on clients—not spreadsheets

 

Location

This position is based in Sioux Falls, SD or Charlotte, NC, and reports directly to the Chief Fiduciary Officer.

 

To learn more about our organization please visit us at www.westportone.com

 

To apply for this position, submit your resume by choosing one of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) 
  • Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/SRtrustSD in the subject line. 
  • NO CALLS PLEASE

 

 

 

 

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