Career Opportunities with Legacy Trust Company

Legacy Trust Company is seeking an experienced Trust Officer to manage a portfolio of existing and new client relationships. This role carries full responsibility for trust administration, client advisory, and cross-functional coordination, demanding expertise, ownership, and professional excellence at every level.

The Role

The Trust Officer serves as the primary point of contact for a diverse book of ultra-high-net-worth clients. You will administer complex trust and estate structures, exercise discretionary judgment over distributions, and guide clients through financial, legal, and personal matters with confidence and care. Success in this role requires mastery of the technical, the relational, and the unexpected.

Responsibilities

• Communicate regularly with clients and serve as their primary advisor across financial, legal, and personal matters
• Read, interpret, and administer trust agreements, wills, and other legal documents
• Exercise independent judgment over trust distributions and prepare memos for the Trust Committee
• Provide estate planning ideas and coordinate with CPAs, estate planning attorneys, and outside advisors
• Assist clients with personal matters including insurance review, Medicare enrollment, mental health resources, real estate and vehicle purchases, and trust loans
• Understand and navigate legal structures such as partnerships and LLCs held within trusts
• Coordinate appraisals of partnerships, real estate, and personal property
• Manage real estate and oil and gas assets with internal and external support
• Enter and approve transactions in the trust accounting system (SEI); maintain accounts including openings and closings
• Prepare for and respond to periodic audits by Legacy’s auditors and the OCC
• Participate in legal matters including trust decanting, court-supervised estates, and client divorces
• Contribute to the development and documentation of internal work processes
• Represent Legacy through participation in professional organizations and the broader community

Technical Expertise

• Trust and Estate Administration
• GST, Estate and Gift Tax
• Income Taxation — Trusts and Estates
• Fiduciary Duties
• Portfolio Investment Concepts
• Real Estate and Oil and Gas Assets
• Partnership and LLC Structures
• SEI Trust Accounting
• HubSpot CRM
• M-Files Document Management

Who You Are

• Experienced with high-net-worth client advisory
• Exercises sound, independent judgment
• Polished communicator — written and in person
• Self-motivated with strong time management
• Patient, persistent, and a natural problem solver
• Collaborative and collegial
• Committed to a long-term career position
• Maintains active professional certifications