Trust Officer

We’re partnering with a boutique fiduciary services firm that offers exceptional estate and trust management across Northern New Mexico. Known for its high-touch client service and deep community roots, this organization is seeking a Trust Officer to join its small, experienced team.

If you're passionate about building strong client relationships, guiding wealth through generations, and navigating the complexity of trust administration with integrity, this could be your next professional home. The ideal candidate is someone with a collaborative mindset, entrepreneurial spirit, and solid technical knowledge in trusts, estates, and fiduciary compliance.

Compensation & Benefits

• $75-85K depending on experience + Benefits

  • 401(k) with employer match

  • Qualified Small Employer Health Reimbursement Arrangement (QSEHRA) for medical expenses

  • Supplemental insurance options

  • Paid vacation, sick leave, and 8 paid holidays

  • Professional development encouraged and supported

Location

• Hybrid schedule: up to 3 days/week remote

• Office options in Santa Fe, Albuquerque, or Taos

• Local travel required approximately 30% of the time to visit clients and properties

What You’ll Do

• Serve as primary contact for assigned trust and estate accounts, building long-term client and beneficiary relationships

• Administer trusts, estates, and agency accounts with a focus on compliance, accuracy, and fiduciary standards

• Manage discretionary distributions, asset valuations, alternative investments, and real estate holdings

• Coordinate with advisors, custodians, attorneys, and accountants to align strategies, support tax reporting, and ensure legal compliance

• Resolve beneficiary issues diplomatically and represent the firm within professional networks to drive new business

Who We’re Looking For

• Previous experience as a trust officer or in wealth management, preferably in a community bank or estate planning environment or previous experience in estate, trust, and probate law. 

• Bachelor’s degree in Accounting, Finance, Business, or related field 

• Certifications a plus: CTFA, CTEP, AEP, or CES

Type of Employment

• Full-time

• Hybrid (3 days remote / 2 days onsite)

• Direct hire

Equal Employment Opportunity

The Hire Firm is committed to creating a diverse, inclusive, and equitable workplace. We welcome applicants from all backgrounds, experiences, and identities. We are proud to be an equal opportunity employer and consider all qualified candidates without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.

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