Trust Officer

CETERA

. Administer an assigned portfolio of trust accounts for Cetera Trust Company .

Posted 11/3/2026full-timeRemote • New Hampshire • United StatesMid-LevelSenior💰 $110,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in trust administration, fiduciary responsibilities, and applicable laws while effectively managing client relationships and ensuring compliance with governing documents. Proficient in utilizing trust accounting systems and maintaining accurate account records.

Highest-signal resume keywords

Trust AdministrationFiduciary ResponsibilitiesClient Relationship ManagementRisk Identification and EscalationCTFA Designation

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Trust OperationsEstate AdministrationWealth ManagementAnalytical JudgmentProblem Solving

Soft Skills

Attention to DetailStrong OrganizationClient Service

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft OutlookSharePointSEI SWPSAP Business Objects

Certifications & Qualifications

CTFA Designation

Industry Keywords

Trust AccountsFiduciary Account AdministrationTrust StructuresCompliancePrivate Banking

About the role

Key responsibilities & impact

Administer an assigned portfolio of trust accounts for Cetera Trust Company
Develop and maintain relationships with clients, beneficiaries, and financial advisors
Administer trust accounts according to governing documents, fiduciary principles, company policies, and applicable laws
Process and review trust distributions, account activity, annual reviews, and other trust administration matters
Support onboarding of new trust accounts by gathering documentation, conducting account reviews, and coordinating account setup
Assist with new business opportunities by reviewing account information and participating in prospective client and financial advisor meetings
Partner with trust administration, operations, compliance, tax, and new business teams
Monitor account activity, identify potential issues, determine when additional review is needed, and escalate concerns
Coordinate with tax professionals, investment advisors, attorneys, and other service providers
Maintain complete and accurate account records and documentation
Help clients understand the value of the trust relationship and Cetera Trust Company's services

Requirements

What you’ll need

Bachelor’s degree
3-6 years of relevant experience in trust administration, estate administration, wealth management, private banking, or a related fiduciary role
Demonstrated understanding of fiduciary account administration and applicable trust operations
Ability to independently administer routine trust relationships while seeking guidance on more complex matters
Working knowledge of trust administration principles, fiduciary responsibilities, trust structures, common fiduciary administration issues, and applicable laws and regulations
Strong organization, attention to detail, analytical judgment, problem solving, and client service
Ability to identify and escalate risk
Proficiency with Microsoft Excel, Word, Outlook, and SharePoint
Familiarity with trust accounting and reporting systems such as SEI SWP, SAP Business Objects, or similar platforms
CTFA designation preferred
Equivalent combination of experience and education accepted in lieu of the stated requirements
Ability to travel up to 5%

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans
Mental health benefits
20+ days of paid time off (PTO)
Paid holidays
2 paid wellness days
401(k) savings plan with company contribution up to 5%
Access to a financial professional for financial planning
Paid parental leave
Health Savings Account and Flexible Spending Account options
Employee Assistance Program (EAP)
LifeLock identity theft protection
Pet insurance
Paid caregiver leave
Other voluntary benefits