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 skills—you 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 bound—ethically and legally—to 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 team—we want to meet you. #J-18808-Ljbffr Tower Trust & Investment Company
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