Senior Trust Officer Job at JCW Group, Wilmington, NC

YjFoc3pmOEgrVWJVMWhCMWc5WTViRGNOUVE9PQ==
  • 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

Diamond Peak Recruiting

MEP Construction - Project Manager Job at Diamond Peak Recruiting

 ...scopes on large commercial construction projects from preconstruction through close-out. Coordinate with design consultants, subcontractors, and field teams to ensure seamless integration of mechanical, electrical, and plumbing systems. Oversee budgeting,... 

ALS Recruiting Ltd

Road Freight Brokerage Manager Job at ALS Recruiting Ltd

Job Title: Road Freight Brokerage Manager Location: Charleston, SC Reports To: Managing Director About Our Client: Our client is a leading player in the transportation and logistics industry, specializing in delivering efficient, reliable, and customized...

Toshiba America Energy Systems

Machinist 1st or 2nd Shift Job at Toshiba America Energy Systems

 ...power generation needs in the Americas, including thermal, hydro and nuclear power plants. Position Summary We are seeking a Machinist for (1st or 2nd Shift) to work out of our Milwaukee Service Center. This position is responsible for setup, adjustment, and... 

Accretional

Summer internship | Software Engineering Intern Cloud Applications Job at Accretional

 ...founder(Fred Weitendorf and founding engineers creating a radically different way to develop software. This is a fixed-term summer 2025 internship role available for undergrad, MS, and PhD students studying Computer Science and related fields. Candidates with housing... 

Centennial Mental Health Center, Inc.

Chief Clinical Officer Job at Centennial Mental Health Center, Inc.

 ...; Families are healthy; Communities are thriving; and Asking for help is normalized POSITION SUMMARY: The Chief Clinical Officer (CCO) provides leadership and oversight of all clinical services including Outpatient Mental Health, SUD, and Crisis services...