Trust Officer Resume Examples & Tips for 2025

A Trust Officer plays a vital role in managing and administering trusts, estates, and other fiduciary relationships while ensuring compliance with legal requirements and serving as a key point of contact between beneficiaries, attorneys, and financial advisors. This position requires a bachelor's degree in finance, law, or related field, along with 5+ years of experience in trust administration or wealth management, strong knowledge of trust and estate laws, and excellent interpersonal and analytical skills. As a Trust Officer, you'll be responsible for protecting clients' interests, making strategic investment decisions, preparing detailed financial reports, and providing exceptional fiduciary oversight while maintaining the highest standards of ethical conduct and professional discretion.