Senior Trust Officer Job at JCW Group, Wilmington, NC

Tkc0N1pEbkdzYUgweEd1SHBRY0lQUkY4
  • JCW Group
  • Wilmington, NC

Job Description

JCW is recruiting for an experienced Trust Officer to join a highly respected boutique trust and wealth management firm. This is a client-facing fiduciary role responsible for administering complex personal trust accounts and delivering tailored estate planning solutions. If you're looking to join a high-touch, client-centric organization with a strong reputation for excellence, this could be an excellent fit.

Responsibilities:

  • Administer a portfolio of high-net-worth personal trust accounts, ensuring fiduciary duties are met in compliance with trust documents and legal standards.
  • Act as the primary relationship manager for beneficiaries, trustees, attorneys, and external advisors.
  • Interpret and execute trust agreements, manage discretionary requests, and oversee account reviews and governance.
  • Collaborate with internal investment, tax, and client service teams to deliver integrated wealth solutions.

Qualifications:

  • 3- 5 years of trust administration or fiduciary services experience, ideally with high-net-worth clients.
  • In-depth knowledge of fiduciary law, estate planning strategies, and trust administration best practices.
  • CTFA, JD, CFP, or similar fiduciary certification preferred.

Edmond Mintah is a Credit and Lending headhunting specialist at JCW Search. For more information about this or other positions, please contact Edmond Mintah at edmond.mintah@jcwresourcing.com or call 347-293-15

Job Tags

Similar Jobs

Zen Educate

Building Substitute Teacher Job at Zen Educate

 ...Job Description Your Opportunity to Teach, Make a Difference, and Inspire Starts Here Were hiring substitute teachers for the 20252026 school year to support students in inclusive and special education classrooms. These are not summer roles theyre full-year... 

Metro Cars

Chauffeur Drivers (Sedans) Job at Metro Cars

 ...TRANSPORTATION COMPANY WEEKEND AND EVENING CHAUFFEURS NEEDED Metro Cars, Metro Detroits premier ground transportation company, has immediate openings for full-time employee luxury sedan chauffeurs who are clean-cut, courteous individualswith a professional attitude... 

Texas Partners Bank, San Antonio

CRA Officer Job at Texas Partners Bank, San Antonio

 ...The CRA Officer is responsible for ensuring the organizations compliance with the Community Reinvestment Act (CRA), promoting activities that meet the credit needs of the communities in which the organization operates. This role involves developing, implementing, and... 

J.P. Morgan

Commercial Banker - Healthcare Technology Banking - Vice President (San Francisco) Job at J.P. Morgan

 ...Commercial Banker on the Healthcare Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable...  ...leverage established relationships within venture capital and private equity ecosystem to drive new business ~ Self-directed,... 

Bohan & Bradstreet

Chief People Officer Job at Bohan & Bradstreet

B&B has been selected to manage the following retained search. Our client is ready to interview, hire and have the selected candidate start in Q2 time frame. Expanding multi-site B2C/B2B service business with decades of customer satisfaction, community involvement, ...