Trust Officer

🔥 13 hours ago

🗻 New Hampshire – Remote

🗻 New Hampshire – Remote

💵 $110k - $145k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 21%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CETERA

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.

📋 Description

• Administer an assigned portfolio of trust accounts for Cetera Trust Company • Develop and maintain relationships with clients, beneficiaries, and financial advisors • Administer trust accounts according to governing documents, fiduciary principles, company policies, and applicable laws • Process and review trust distributions, account activity, annual reviews, and other trust administration matters • Support onboarding of new trust accounts by gathering documentation, conducting account reviews, and coordinating account setup • Assist with new business opportunities by reviewing account information and participating in prospective client and financial advisor meetings • Partner with trust administration, operations, compliance, tax, and new business teams • Monitor account activity, identify potential issues, determine when additional review is needed, and escalate concerns • Coordinate with tax professionals, investment advisors, attorneys, and other service providers • Maintain complete and accurate account records and documentation • Help clients understand the value of the trust relationship and Cetera Trust Company's services

🎯 Requirements

• Bachelor’s degree • 3-6 years of relevant experience in trust administration, estate administration, wealth management, private banking, or a related fiduciary role • Demonstrated understanding of fiduciary account administration and applicable trust operations • Ability to independently administer routine trust relationships while seeking guidance on more complex matters • Working knowledge of trust administration principles, fiduciary responsibilities, trust structures, common fiduciary administration issues, and applicable laws and regulations • Strong organization, attention to detail, analytical judgment, problem solving, and client service • Ability to identify and escalate risk • Proficiency with Microsoft Excel, Word, Outlook, and SharePoint • Familiarity with trust accounting and reporting systems such as SEI SWP, SAP Business Objects, or similar platforms • CTFA designation preferred • Equivalent combination of experience and education accepted in lieu of the stated requirements • Ability to travel up to 5%

🏖️ Benefits

• Inclusive health, dental, vision, and life insurance plans • Mental health benefits • 20+ days of paid time off (PTO) • Paid holidays • 2 paid wellness days • 401(k) savings plan with company contribution up to 5% • Access to a financial professional for financial planning • Paid parental leave • Health Savings Account and Flexible Spending Account options • Employee Assistance Program (EAP) • LifeLock identity theft protection • Pet insurance • Paid caregiver leave • Other voluntary benefits

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