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Personal Trust Officer

Date Posted: Jun 23, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Carlisle, Illinois, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 22, 2026

Job Description

Overview

The Personal Trust Officer is responsible for developing and maintaining client relationships through the administration of fiduciary accounts, including trusts and estates. This role requires the highest professional and ethical standards to serve as a trusted advisor for clients and assist in managing their personal assets effectively.

Key responsibilities

  • Administer fiduciary accounts including trusts, estates, and guardianships
  • Coordinate with senior management to analyze legal instruments
  • Complete administrative reviews for clients
  • Prepare and review annual court accountings as required
  • Manage real estate held in trust or estate accounts
  • Identify and resolve account-related issues in cooperation with internal resources
  • Assist clients with financial and estate planning alongside legal and financial professionals
  • Ensure compliance with all legal and regulatory requirements
  • Maintain strong client relationships and expand existing accounts

Required skills

  • Bachelor's degree in Finance or related field
  • 3+ years' experience in personal trust administration or equivalent
  • Multi-tasking, prioritization, and organizational skills
  • Working knowledge of investments and investment management
  • Exceptional verbal and written communication skills
  • Strong problem-solving abilities
  • Proficiency in Microsoft Office and Adobe
  • Familiarity with trust accounting systems and Salesforce or CRM

What the company offers

  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Referral program
  • Retirement plan
  • Vision insurance
  • Employee Stock Ownership Plan

Skills Required

Company Overview

Carlisle, Illinois, United States of America

U.S. Fiduciary Services, Inc. specializes in personal trust services, providing expertise in trust administration, estate planning, and client relationship management. They emphasize ethical standards and aim to serve as trusted advisors. Read More

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