Senior Trust Officer Job at JCW, West Palm Beach, FL

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  • JCW
  • West Palm Beach, FL

Job Description

Our client, a well-known community bank in South Florida, is seeking a Senior Trust Officer to manage and grow its trust business. This role involves overseeing an existing portfolio of trust accounts while developing new client relationships.

Key Responsibilities:

  • Manage and administer a portfolio of trust accounts, ensuring compliance with fiduciary responsibilities.
  • Develop new trust business through client relationships, referrals, and professional networks.
  • Provide guidance to clients on estate planning, trust administration, and wealth preservation strategies.
  • Work closely with internal teams and external advisors to deliver comprehensive financial solutions.
  • Maintain knowledge of trust laws, regulations, and industry best practices.

Qualifications:

  • 3+ years of experience as a Trust/Wealth Management Officer.
  • Experience managing trust accounts, with a strong understanding of fiduciary responsibilities.
  • A client network or the ability to attract new trust business in South Florida.
  • Knowledge of estate planning, tax implications, and financial planning strategies.
  • Professional credentials such as JD, CPA, or CTFA preferred.

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