Job Overview
Location
Naples, FL
Job Type
Full-time
Category
Software Engineering
Date Posted
June 4, 2026
Full Job Description
đź“‹ Description
- • Administer a portfolio of trusts, estates, and agency accounts in accordance with governing documents, state and federal regulations, and company policies.
- • Serve as the primary relationship manager for high-net-worth clients and beneficiaries, providing guidance on trust terms, distributions, tax considerations, and estate planning matters.
- • Review and interpret trust instruments, wills, and related legal documents to determine appropriate administrative actions and fiduciary obligations.
- • Coordinate closely with investment, tax, legal, and compliance teams to ensure cohesive, high-quality service delivery across all client accounts.
- • Monitor account activities including investment performance, cash flow needs, and distribution schedules to ensure accuracy, timeliness, and proactive oversight.
- • Identify potential risks or compliance issues in trust administration and address them promptly, escalating concerns as necessary to protect client and company interests.
- • Cultivate new business opportunities through exceptional client service, client referrals, and active participation in community engagement and networking events.
- • Maintain detailed and accurate records of all trust administration activities in alignment with regulatory and internal audit requirements.
- • Provide clear, professional communication to clients and beneficiaries regarding account status, changes in law or policy, and distribution timelines.
- • Ensure all trust operations comply with fiduciary standards and uphold the organization’s commitment to integrity, transparency, and personalized service.
- • Participate in ongoing training and professional development to stay current on evolving trust laws, tax codes, and wealth management practices.
- • Support internal initiatives to improve trust administration processes, client onboarding, and system efficiency within the Fiduciary Services department.
- • Represent the organization at client meetings, community events, and industry forums to reinforce brand reputation and client trust.
- • Collaborate with internal teams to resolve complex client requests involving multi-jurisdictional trusts, charitable giving structures, or generational wealth transfer.
- • Maintain strict confidentiality and ethical conduct in all client interactions and internal communications.
🎯 Requirements
- • Bachelor’s degree in finance, business, accounting, or a related field
- • 7+ years of trust administration, estate planning, or fiduciary services experience, ideally within a bank, trust company, or wealth management environment
- • Strong understanding of fiduciary law, trust structures, estate settlement processes, tax considerations, and investment concepts
- • Demonstrated ability to manage complex client relationships with discretion, clarity, and empathy
- • Excellent analytical, organizational, and document-interpretation skills with high attention to detail
- • Proven ability to partner effectively with legal, investment, tax, and compliance teams
🏖️ Benefits
- • 90% employer-paid medical coverage
- • Dental and vision plans available at employee cost
- • Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP)
- • Generous PTO, paid holidays, hybrid policy, and a supportive team culture
- • Access to mental health resources and wellness initiatives
- • Annual team events and community involvement opportunities
Skills & Technologies
About LivingHR, Inc.
LivingHR is a Dallas-based human resources consulting firm founded in 2010 that partners with organizations to design and implement modern people strategies. Services include talent acquisition optimization, employee experience design, leadership development, diversity and inclusion programs, HR technology selection, and organizational change management. The firm serves mid-market to Fortune 1000 clients across technology, healthcare, financial services, and consumer goods industries. LivingHR operates as a certified women-owned business and maintains a distributed team of senior consultants throughout the United States.
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