Trust Officer - Private Clients and Fiduciary Services

Trust Officer - Private Clients and Fiduciary Services

Join to apply for the Trust Officer - Private Clients and Fiduciary Services role at Verrill

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Join to apply for the Trust Officer - Private Clients and Fiduciary Services role at Verrill

Verrill is actively reviewing resumes for a Trust Officer in our Portland office in Maine. As one of New England’s top full‑service law firms, we are interested in hiring talented individuals to join our team. Verrill offers a competitive salary and benefits package, as well as a collaborative work environment in which employees can grow and prosper professionally and personally.

• Providing comprehensive client service, administrative, and operational support in the administration of trusts and estates;
• Managing and administering trust accounts, including reviewing trust documents;
• Building and maintaining strong relationships with trustees, clients, investment managers, accountants, and other professionals;
• Ensuring compliance with applicable laws, regulations, and internal policies governing trust administration, including fiduciary responsibilities and reporting obligations;
• Monitoring and evaluating trust assets, working closely with trustees and investment advisors;
• Identifying and mitigating potential risks associated with trust administration, such as legal, tax, or compliance issues, and implementing appropriate risk‑management strategies;
• Coordinating and facilitating the settlement of estates and trusts, including the distribution of assets and resolution of any legal or administrative issues that may arise;
• Preparing and maintaining accurate records of trust transactions and other relevant documentation;
• Staying updated on industry trends, changes in laws and regulations, and best practices in trust administration;
• Initiating trust distributions and processing bill and tax payments via wire, ACH, or check;
• Preparing, reviewing, and distributing monthly, quarterly, and annual statements, invoices, and billings;
• Invoicing quarterly trustee fees;
• Processing Irrevocable Life Insurance Trust insurance premium payments;
• Issuing Crummey notices;
• Electronically filing documents, statements, and tax returns;
• Preparing accountings for both estates and trusts.

• Motivated self‑starter with a bachelor's degree;
• Minimum seven (7) years of relevant experience in trust and estate administration;
• Exceptional client service skills with the ability to respond promptly and professionally;
• Strong organizational, analytical, and critical‑thinking skills;
• Advanced computer skills, including proficiency with MS Office (Word, Excel) and accounting systems;
• Proven project‑management skills and the ability to prioritize tasks successfully.

Applications will be reviewed in the order they are received, and the position will remain open until filled. Need help applying? Please contact the Talent Acquisition Team.

Verrill is an Equal Opportunity Employer. We encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military, protected veteran status or other status protected by law.

Mid‑Senior level

Full‑time

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