The Forge Companies · 8 hours ago
Trust Officer II
Brentwood, TN
Full-time
Hybrid
Mid Level
3+ years expThe Forge Companies is seeking a Trust Officer II, a fiduciary professional responsible for managing all phases of trust administration across a diverse portfolio of complex trust accounts. This role involves administering trusts, providing guidance on trust matters, and fostering a positive team environment while ensuring client service and operational excellence.
ConsultingFinancial ServicesWealth Management
Responsibilities
Administer diverse trust accounts, ensuring compliance with legal, regulatory, and fiduciary obligations
Oversee trust account openings, ongoing account maintenance, and closures, ensuring accuracy and efficiency throughout each phase
Review trust documents, tax filings, and financial reports; perform initial and annual trust account reviews
Exercise discretion for trust distributions, ensuring proper documentation and execution of trust provisions
Manage real estate and other unique assets; ensuring that proper steps are taken to purchase and maintain real estate or other unique assets
Serve as the primary point of contact for clients, offering advice and guidance
Develop and maintain strong relationships with clients, attorneys, accountants, care managers, and other professionals
Provide clear and timely communication to clients on trust matters and related services
Attend meetings with partners and vendors as needed including sales meetings
Provide mentorship and training for Trust Administrators
Foster a collaborative team environment, encouraging continuous learning and growth
Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks
Proactively address and resolve any fiduciary concerns, escalations, or client disputes
Identify opportunities for process improvement
Qualification
Required
Bachelor's degree or higher
Minimum of 3 years of experience in trust administration or related fields
Knowledge of fiduciary duties and relevant federal and state trust laws
Exceptional communication, interpersonal, and relationship-building skills
Strong organizational skills, with the ability to manage multiple priorities and deadlines
Ability to work independently while also being a contributing member of a team
Proficiency with trust administration software and Microsoft Office Suite (Excel, Word, PowerPoint)
Preferred
Advanced degree such a Juris Doctorate, or certifications such as CTFA (Certified Trust and Fiduciary Advisor) or CFP (Certified Financial Planner)
Company
The Forge Companies
The Forge Companies specialize in providing advice for wealth management and financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Spooner Phillips IV
Chief Executive Officer
Recent News
2025-11-04
2025-03-03
2024-12-18
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