Senior Trust Officer

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@ or call 347-293-15

Created: 2025-05-22