Senior Trust Officer Job at JCW Group, Delaware, OH

SWh0UTVQQVB5UUlYZjQ4U0RkdzdXZ001OVE9PQ==
  • JCW Group
  • Delaware, OH

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

J.B. Hunt Transport

Sr Warehouse Associate Job at J.B. Hunt Transport

 ...designed to indicate the general nature and level of work performed by employees within...  ...is a dominant force in transportation and logistics, offering exciting career opportunities both...  ...to join our team. We offer full-time, entry level, professional and management opportunities... 

Warren County

Library Clerk Job at Warren County

 ...Crandall Public LibraryNotice of VacancyLibrary Clerk$17.89 an hour plus part-time benefits15 hours per week with some nights and weekendsCrandall Public Library is seeking a P/T Library Clerk to work in our busy circulation department. Must be customer service... 

Supply Chain Resources Group, Inc.

Buyer Job at Supply Chain Resources Group, Inc.

 ...but not mandatory. Relevant certifications (e.g., Certified Professional in Supply Management (CPSM), Certified Purchasing Manager (CPM)) are a plus. Experience: o Minimum of 3-5 years of experience in inventory purchasing, supply chain management, or procurement... 

UCLA Health

Transplant Coordinator - Adult Post Liver Transplant Job at UCLA Health

 ...Primary responsibility is for the clinical case management of the transplant recipient involving all phases of the transplant process,...  ...for the organ type specified. Responsibility involves coordination of interdisciplinary medical care delivery system under the direction... 

TELUS International AI Inc.

Search Engine Evaluator in Algeria (French Speaker) Job at TELUS International AI Inc.

 ...your head up, Join our team today!#remotecareers #workfromhome #freelance #jobsinalgeria #frenchspeaking The Role - Search Engine Evaluator in Algeria (French Speaker) Do you spend a lot of time on the internet and would like to get paid for helping improve the...