Senior Trust Officer Job at JCW Group, Delaware, OH

Y2xTQXY0RG81YnR1NDhiR29qU0YwV0ZrdGc9PQ==
  • 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

Balmain

Stock Manager/Supervisor Job at Balmain

 ...OVERVIEW: The Balmain Stock Manager ensures a seamless client experience by providing operational support, maintaining an organized and efficient stock room, and inventory control. WHAT YOULL DO: Represent Balmains ethos and values; be reliable, collaborative... 

US Tech Solutions

Biological Engineer Job at US Tech Solutions

 ...microscopy, as well as common practices in cell and molecular biology, such as cell culture, PCR, and ELISA. Proficiency in in vivo...  ...biomaterial interactions. Education: ~ Bachelors and Masters degree in a scientific field (Biology, Bioengineering, or related)... 

Titan Placement Group

OB/GYN Physician Job at Titan Placement Group

 ...OB/GYN Physician A full-scope OB/GYN is needed at a new hospital in Riverview, Florida. Titan Placement Group invites you to explore...  ...(paid quarterly)~$40,000 sign on bonus ~ Relocation Assistance: Yes! Amount determined case by case. ~ Student loan forgiveness... 

Randstad USA

Customer Service Representative Job at Randstad USA

 ...oriented culture. What youll be doing: Working as a Randstad Associate answering and...  ...training provided). You will be using virtual technology to develop relationships with...  ...attached benefits brochure). Work from home expectations: o Adherence :... 

YMX Logistics

Truck Driver Job at YMX Logistics

 ...of spotting and moving trucks within the yard. This is an on-site role located in Murfreesboro, TN. The duties include: Safe Driving: Operate spotting and shuttle vehicles in a safe and responsible manner, following all traffic laws and company safety protocols....