Senior Trust Officer Job at JCW Group, Wilmington, NC

ZkZZVndDR2pTVEcrUjAyTXZZRUdtRTlxL3c9PQ==
  • 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

Medical Services of America

Registered Nurse Hospice Job at Medical Services of America

 ...America family currently seeks an experienced Full-Time Registered Nurse for our Hospice patients in Ridgeland (Jasper) SC. As a...  ...patient/family to provide care and to maximize the comfort and health of patients and families. Planning of and providing care for... 

URS Properties

Maintenance Supervisor Job at URS Properties

 ...Leland!&##128205; Leland, North Carolina &##128295; Now Hiring: Maintenance Supervisor Were seeking a hands-on, experienced...  ...Supervisor to lead maintenance operations at a well-established apartment community. This is a full-time leadership role for someone who... 

Taylor Lombardo Architects

Junior Architect Job at Taylor Lombardo Architects

 ...Junior Architect Firm Description: Taylor Lombardo Architects is an award-winning architecture firm located in downtown San Francisco. Our firm specializes in high-end residential and winery design. Qualifications: - Bachelor's degree in architecture -... 

I3 INFOTEK INC

Field Engineer III Job at I3 INFOTEK INC

 ...Title: Field Engineer III Location: Houston, TX (occasional travel to Pittsburgh, PA) Job Summary The PDM Field Project Engineer III is responsible for overseeing and monitoring the design and project management team on behalf of the Business Unit. The position... 

Wakefern Food Corp.

Part-Time Dispatcher (Weekends) Job at Wakefern Food Corp.

 ...About Wakefern Wakefern Food Corp. is the largest retailer-owned cooperative in the United States and supports its co-operative Members...  ...loads, compiling and maintaining driver logs, ensuring that on-time delivery commitments are met, as well as tracking trailer movement...