Tennessee Licensed Trust Advisor

Job Summary

To support the administration of trust solutions, the full-time salaried Tennessee Licensed Trust Advisor will oversee trust account onboarding, manage ongoing trust administration, and educate internal teams while working in Nashville, TN or remotely.

Key Responsibilities:

• Oversee the onboarding and ongoing administration of trust accounts, ensuring compliance and timely execution of distributions
• Conduct relationship meetings with Advisors and clients to support effective trust management and service delivery
• Educate and train internal staff on trust onboarding and administration processes to ensure adherence to policies and procedures

Required Qualifications:

• Bachelor's degree required; advanced degree or relevant certifications preferred
• 10+ years of experience in trust administration or a related role
• Recognized subject matter expertise in trust and estate solutions
• Strong organizational skills with the ability to manage multiple priorities independently
• Proficiency in Microsoft Office and experience with CRM platforms preferred