Trust Officer - Private Client

JTC Group•Wilmington, DE

4d•Hybrid

About The Position

The primary responsibilities for this role include trust administration and ensuring assigned personal trust relationships are administered properly. This position will also serve as a resource to team members supporting the trust administration department. Duties include the administration of complex fiduciary trust relationships, encompassing both directed and delegated accounts, as well as US domestic and international clients.

Requirements

Bachelor’s degree in finance, Accounting, Law, or a related field.
Minimum of 5 years of experience in trust administration, estate planning, or wealth management.
In-depth knowledge of trust laws, fiduciary duties, and estate planning principles.
Experience managing a diverse portfolio of trust accounts.
Ability to effectively manage complex, cross border and international trust clients.
Experience in operational, tax, and fiduciary activities in relation to complex, cross border and international trust clients.
Ability to succeed in a fast-paced environment.
Self-motivated, used to working in a “hands-on” role.
Strong communication skills, both written and verbal.
Excellent interpersonal skills.
Highly developed management and mentorship skills.
Strong analytical and problem-solving capabilities.
Working knowledge of risk related matters in a trust administration and fiduciary context.
Strong administration and organizational skills.
Experienced user of Microsoft applications, trust accounting system and document management systems.

Nice To Haves

A JD, CFP, or CTFA designation is preferred.

Responsibilities

Administer a variety of complex fiduciary accounts for US domestic clients as well as international and cross-border clients.
Assure a superior level of client service while effectively managing fiduciary risk.
Identify and address different types of trust issues, unique assets, and closely held entities, making judgments to resolve matters and escalating to management and oversight committees as needed.
Provide guidance and development opportunities to administrative support staff and delegate work as appropriate.
Serve as a committee member on administration, oversight, and discretionary committees, if needed.
Participate in business development activities to highlight trust administration approach and process for prospective new clients.
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
Prepare timely initial and annual administrative reviews.
Assist in the preparation of reports and materials for management committees.
Communicate effectively with beneficiaries, grantors, attorneys, investment advisors, and accountants to ensure all parties are well informed.
Maintain client service standards in all client communications.
Work with affiliated entities, including internal audit, as needed.
Adhere to JTC core values and expected behaviors.
Perform any other duties as deemed necessary by Management.