Adams Brown · 3 weeks ago
Trust Officer
Santa Fe,NM,US
Full-time
Hybrid
Mid Level
3+ years expAdams Brown is a company specializing in trust solutions, and they are seeking a Trust Officer responsible for managing and administering trust accounts. This role involves client-facing responsibilities and ensures compliance with fiduciary standards while supporting operational functions.
Accounting
Responsibilities
Oversee a portfolio of trust accounts, ensuring compliance with governing documents and fiduciary standards
Serve as a point of contact for clients, beneficiaries, and advisors
Coordinate distributions, account reviews, and documentation updates
Monitor account activity and ensure proper recordkeeping
Respond to client inquiries and provide timely, accurate information
Oversee and assist in onboarding new accounts and preparing client communications
Collaborate with relationship managers and senior trust officers in client meetings and follow-ups
Prepare correspondence, reports, and account summaries
Maintain trust files and ensure documentation is complete and compliant
Assist with account setup, data entry, and system updates
Support daily operational tasks such as transaction processing, reconciliations, and reporting
Assist with internal audits, compliance reviews, and regulatory filings
Collaborate with IT and operations teams to improve workflows and system efficiency
Work closely with trust officers, administrative staff, and operations personnel
Participate in team meetings and contribute to process improvement initiatives
Provide backup support across departments as needed
Qualification
Required
3–7 years of experience in trust administration, banking, or financial services
Familiarity with fiduciary principles, trust documentation, and regulatory requirements
Strong organizational skills and attention to detail
Excellent communication and interpersonal skills
Proficiency in trust accounting systems and Microsoft Office Suite
Preferred
Client-focused with a service-oriented mindset
Ability to manage multiple tasks and prioritize effectively
Discreet and professional in handling sensitive information
Interest in growing within the trust and estate field (CTFA or similar certification a plus)
Benefits
Substantial paid-time-off
A comprehensive benefit package
Competitive pay structure
Company
Adams Brown
Adams Brown, LLC, a leading CPA and advisory firm, has delivered value-added accounting and advisory services to businesses and their owners since 1945.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Aaron VonFeldt
Partner
Arlen Hamilton, CPA
Partner
Recent News
2023-07-17
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