Trust Associate

JTC Group•Wilmington, DE

14h•Hybrid

About The Position

JTC Delaware is seeking a Trust Associate to support the day-to-day administration of a diverse book of complex personal trust accounts for high-net-worth individuals and families and to help onboard new trust relationships. The role works closely with trust officers, account advisors, family office managers, and individual clients. It supports the Trust Administration team in delivering a high level of client service and provides account administration across JTC Delaware, operating subsidiaries, private-label trust companies, and other business channels as they develop. The Trust Associate handles client transactions and account administration, supports fiduciary processes and committee preparation, and maintains organized, efficient, and secure records. The role follows company policies, procedures, controls, and applicable regulatory standards while communicating and representing the company professionally. JTC states its commitment to an inclusive workplace that supports employee wellbeing and enables individuals to participate fully.

Requirements

A bachelor’s degree and/or three years of trust-related experience.
Self-starter attitude and ability to work independently at a high level.
Ability to take initiative to ensure deadlines are met.
Strong written and verbal communication skills.
Time-management, scheduling, organizational, and office skills.
Ability to contribute to a team effort.
Ability to multitask.

Nice To Haves

A legal degree, accounting degree, or professional certification is highly desired.
Understanding of estate planning, taxes, and fiduciary law is preferred.

Responsibilities

Support the Trust Administration team in administering a variety of fiduciary accounts and delivering a superior level of client service.
Manage billing and cash collection.
Process daily client transactions, including cash disbursements, cash deposits, and other transactions.
Assist with requests for discretionary distributions, trust terminations, tax information collection, and overdraft resolution.
Assist with minute taking and prepare materials for management committees.
Follow company policies, procedures, controls, and applicable regulatory standards.
Maintain client service standards in all client communications.
Provide account administrative services to JTC Delaware, operating subsidiaries, private-label trust companies, and other business channels as they develop.
Support marketing efforts as needed.
Respond to incoming calls, emails, mail, and in-person requests.
Attend meetings and prepare follow-up as needed.
Set goals, prioritize, and execute position duties.
Manage documents, files, and electronic information in an organized, efficient, and secure manner.
Interact with customers professionally and pleasantly, and represent the company professionally in appearance and manner.
Communicate in writing and verbally with professionalism and integrity.
Perform duties to the quality and quantity expected for the position.
Complete required company training courses as assigned.