Hiring: Trust Officer - Portland, ME Company: Corient Location: Portland, ME Job Posted Time: 2026-09-16 12:48:10 Target Skills & Keywords : Microsoft Excel, Regulatory Compliance, Salesforce, Wealth Management About the job Experience: •3+ years of directly related experience in Personal Trust administration. Required Skills: •Administers assigned accounts in accordance with fiduciary responsibilities as trustee and policy policies and procedures. •Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning. •Interprets the governing instrument and applicable law to establish account records. •Summarizes pertinent provisions of trust documents. •Communicates with beneficiaries and co-fiduciaries to outline administrative procedures. •Maintains contact with clients and advisors to discuss terms and specifications of the will and/or trust. •Responds to client and advisor issues and anticipate needs. •Prepares for and participates in client meetings with the Advisor. Qualifications: •Undergraduate degree preferred or equivalent work experience required. •JD or Certified Trust and Fiduciary Advisor (CTFA) or Certified Estate and Trust Specialist (CES) certification preferred. •Strong knowledge of Excel and Salesforce. •Possess 3+ years of directly related experience in Personal Trust administration. •Extensive experience in estate planning and wealth management. •Demonstrated strong ability to work with custodial platforms, including Schwab and Fidelity. •Strong leadership and communication skills. •This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Compensation: •$110,000 - $165,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!