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KBW Financial Staffing & Recruiting

Director of Trust Services

medfield, MA

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Job description

Back Director of Trust Services

Trust Administrator Medfield , Massachusetts Perm Sep 8, 2026 $ - $

A top professional trustee service provider for families, estates have a need for a Director of Trust to help lead and build out the practice in the Norfolk County area. Great Opportunity for someone who is a Trust Officer or Sr. Trust Admin.

Responsibilities

Lead, coach, and develop Trust Officers, Trust Administrators, and future fiduciary personnel

Manage departmental workflow, capacity planning, staffing priorities, and service delivery

Establish and improve procedures, workflows, service standards, and operational consistency

Develop accountability systems, reporting metrics, and departmental performance measures

Maintain selected trust relationships and provide fiduciary guidance to team members

Participate in prospective client meetings and business development opportunities

Develop and maintain relationships with attorneys, financial advisors, accountants, care managers, and other referral sources

Qualifications

Experience serving in a Trust Officer, fiduciary, relationship management, or comparable client facing role

Demonstrated ability to exercise fiduciary judgment and navigate complex beneficiary, trustee, and advisor relationships

7+ years of experience in fiduciary services, trust company operations, private wealth management, family office services, or a related field

Strong communication, leadership, organizational, and problem-solving skills

Bachelor's degree in business, finance, accounting, economics, legal studies, or a related field, or equivalent experience

Trusts and estates paralegal experience

Salary $110K-125K + Bonus

4 days onsite

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KBW789

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Worksite address

medfield, MA, 02052, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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