Job Description

Job Description

Job Description

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.

What You'll Be Doing

Trust Administration

• Interpret and manage trust documents, trust accounting principles, and tax reporting activities.
• Serve as the primary point of contact for clients, providing strategic financial guidance.
• Process distribution requests promptly while adhering to internal compliance procedures.
• Act as a trusted advisor to beneficiaries, third-party administrators, and service professionals.
• Ensure proper execution of account reviews, tax filings, and compliance with regulatory requirements.
• Maintain detailed records and prepare presentations for internal committee review.
• Administer a complex book of personal trust accounts, which may include pooled or court-supervised trusts.

What You Bring

Communication & Client Interaction

• Strong verbal, written, and interpersonal communication skills.
• Ability to engage effectively with clients, beneficiaries, legal representatives, and financial professionals.

Technical & Analytical Skills

• Proficiency in Microsoft Office and trust accounting software.
• High attention to detail with strong analytical and problem-solving abilities.
• Understanding of cybersecurity best practices, including secure communication protocols.

Organization & Professionalism

• Ability to manage multiple priorities and maintain confidentiality.
• Maintain accurate client records and update CRM systems as needed.
• Demonstrate sound judgment and decision-making skills.

Qualifications & Experience

• Minimum of 3+ years of experience in trust administration, estate planning, or financial services.
• Bachelor's degree required.
• Ability to travel for client meetings and business development.
• Spanish language skills are a plus.

What Our Client Offers

Compensation & Benefits

• This role offers a strong base salary with bonus potential. Experienced individuals may come in at a Senior level.
• 401k with match
• Robust health benefits
• Generous PTO
• Professional growth and clear career path within the firm.

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