Vice President, Trust Officer

Job Description

Job DescriptionSalary:

Make a meaningful impact as a fiduciary advisor. Help families, business owners, and institutions protect and grow what matters most.
Tower Trust & Investment Company seeks an experienced and client-focused Vice President, Trust Officer to join our growing team. In this role, you'll serve as a key point of contact for clients and their advisors, managing personal trust and estate accounts with care, competence, and integrity.

What You Will Do

• Administer and manage a variety of personal trust, estate, IRA, and investment management accounts.
• Establish and nurture long-term client relationships through thoughtful communication, proactive service, and personalized financial and estate planning guidance.
• Interpret legal documents and apply fiduciary knowledge to ensure compliance with trust laws, tax regulations, and company policy.
• Serve as a resource to clients and professional partners (attorneys, accountants, investment advisors) on estate planning, fiduciary law, and tax strategy.
• Actively participate on internal governance committees, including the Trust Investment & Account Review Committee (non-voting Trust Committee member).
• Oversee and grow the Will File program, including outreach to existing and prospective clients and centers of influence.
• Develop business by identifying opportunities within your book, cultivating internal referrals, and engaging with the professional community.
• Continuously improve administrative processes, fee collection practices, and client experience.
• Provide backup support for trust approvals in the absence of department leadership.

What You Will Bring

• 5+ years of experience in trust and estate administration OR investment advisory experience with a strong desire to expand into trust services.
• Bachelor's degree or equivalent experience; advanced certifications strongly preferred (CTFA, CFP, JD, or CPA).
• Knowledge of fiduciary standards, estate planning principles, and trust taxation.
• A proactive, independent work ethic with exceptional attention to detail and organizational skill.
• Strong communication and interpersonal skillsyou can simplify complex topics and build trust with clients and colleagues alike.
• Proficiency in Microsoft Office and familiarity with trust accounting or CRM platforms is a plus.

Why Tower Trust & Investment Company

We're a locally owned, independent trust company with $500M in assets under management and administration. Our team brings decades of experience in fiduciary services, estate settlement, and investment management.

• Fiduciary-first: We are boundethically and legallyto act in the best interest of our clients. And we take that seriously.
• Client-centered: We don't believe in one-size-fits-all service. We listen, understand, and tailor solutions for every client's unique situation.
• People-powered: We celebrate achievements, encourage professional development, and empower employees to make a difference. You'll always know why your work matters.
• Collaborative environment: We work as a team to deliver excellent service, share knowledge, and support one another.
• Hybrid flexibility: Hybrid work available after onboarding.

Benefits

• Competitive compensation and performance-based bonuses
• Health, dental, and vision coverage
• 401(k) plan with company match (Traditional & Roth)
• Generous PTO and paid holidays
• Long-term disability, life insurance, and continuing education support

Let's Talk

If you're an experienced trust or investment professional looking for a role where you can grow, contribute meaningfully, and be part of a high-integrity teamwe want to meet you.