Senior Trust Officer Job at JCW Group, Greenwich, CT

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  • JCW Group
  • Greenwich, CT

Job Description

JCW Search is currently recruiting on behalf of a Wealth Management client in Fairfield County looking for a senior level Trust Officer.

Key Responsibilities

  • Administer a portfolio of personal trusts, estates, agency accounts, and guardianships in accordance with governing documents and state/federal fiduciary regulations.
  • Interpret trust instruments; ensure distributions, tax payments, and asset management decisions align with fiduciary standards.
  • Maintain regular communication with grantors, beneficiaries, attorneys, and accountants; document all substantive interactions.
  • Identify issues related to cash flow, investment policy, tax compliance, and trust mechanics; escalate when appropriate.
  • Partner with investment teams to review asset allocation, performance, and suitability relative to trust objectives.
  • Support new business activity through referral partners and participate in prospect meetings as needed.
  • Ensure timely, accurate completion of annual reviews, administrative checklists, and regulatory reporting.

Required Experience & Skills

  • 5–10+ years in trust administration, estate settlement, or fiduciary services.
  • Strong knowledge of fiduciary law, trust structures, and Connecticut-specific trust/estate requirements.
  • Ability to read and interpret complex legal documents.
  • Consistent record of maintaining beneficiary relationships with professionalism and clarity.
  • CTFA, CFA, or CFP preferred but not required.

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