Wealth Management Trust Officer
via Ashby
About this role
ABOUT THE ORGANIZATION
The mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. The organization serves clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Their team is close-knit, community-minded, and committed to doing right by their clients and each other.
WHAT YOU’LL DO
As a Trust Officer, you will serve as a trusted advisor to high‑net‑worth clients, overseeing the administration of complex trust accounts and ensuring alignment with fiduciary standards, regulatory requirements, and each client’s long‑term financial objectives.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in a specific location. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included