Job Description

2 days ago Be among the first 25 applicants This range is provided by JCW Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $140,000.00/yr - $190,000.00/yr Overview Our client, a well-established commercial bank, is seeking an experienced Senior Trust Administration Officer to manage and oversee a portfolio of complex trust and fiduciary relationships. This role is responsible for ensuring compliance with legal, regulatory, and fiduciary standards while providing high-quality service to clients and beneficiaries. Key Responsibilities Administer a portfolio of personal, charitable, and corporate trusts in accordance with governing documents and applicable laws. Serve as the primary contact for clients, beneficiaries, and internal partners, addressing inquiries and resolving issues promptly. Review and interpret trust instruments, wills, and other legal documents to ensure proper administration. Coordinate with investment, tax, and legal professionals to ensure accurate management of trust assets. Monitor trust account performance, distributions, and reporting to maintain compliance and meet client objectives. Identify and mitigate fiduciary risks; ensure adherence to internal policies and external regulations. Mentor and provide guidance to junior trust officers and administrative staff. Participate in trust committee meetings and contribute to policy and process improvements. Qualifications Bachelor’s degree in business, finance, accounting, or a related field. Minimum of 7–10 years of experience in trust administration or fiduciary services, preferably within a commercial bank or trust company. Strong knowledge of trust law, estate planning, fiduciary accounting, and relevant tax considerations. Proven ability to manage complex relationships and sensitive client matters with discretion and professionalism. Excellent analytical, organizational, and communication skills. Professional designations such as CTFA or equivalent are preferred but not required. Compensation Competitive base salary and performance-based incentives, commensurate with experience. Comprehensive benefits package included. Seniority level Mid‑Senior level Employment type Full-time Job function Finance Referrals increase your chances of interviewing at JCW Group by 2x #J-18808-Ljbffr JCW Group

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