Assistant Trust Officer

JTC Group; Jackson (WY); On-site; USD 65,000 - 95,000; Full time

Job summary

JTC Wyoming Trust Company is seeking an Assistant Trust Officer – Private Client in Jackson, WY. The role focuses on administering trust accounts, ensuring fiduciary compliance, and maintaining strong relationships with clients and partners.

The ideal candidate has up to 3 years of trust administration experience, solid analytical skills, and proficiency with trust management software and MS Office. This position emphasizes independent work within a collaborative team environment.

Qualifications

• Bachelor’s degree in finance, law, business administration, or related field (desired).
• 1–3 years of experience in trust administration, fiduciary services, or related financial services.
• Knowledge of trust structures, estate planning, and relevant regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Proficiency in trust management software and MS Office Suite.
• Ability to work independently and collaboratively in a team environment.

Responsibilities

• Assist in the administration of trust accounts, including record-keeping, asset management, and account reviews.
• Support the Trust Officer in ensuring compliance with legal, regulatory, and fiduciary standards.
• Liaise with clients, beneficiaries, legal representatives, and other stakeholders to address inquiries and facilitate trust operations.
• Prepare trust-related documentation, reports, and correspondence as required.
• Monitor and review trust activities to ensure proper management and adherence to policies.
• Coordinate with internal departments such as legal, compliance, and finance to maintain trust integrity.
• Assist in trust account audits and periodic reporting.

Education

Bachelor’s degree in finance, law, business administration, or related field

Tools

Trust management software

Job description

Assistant Trust Officer – Private Client

JTC Wyoming Trust Company’s business is designed toaccommodate the needs and desires of wealthy clients, both domestically andinternationally, providing flexible, cost- effective, service-oriented trustadministration. JTC Wyoming’s core focus is to serve families’ individualgoals, while preserving family wealth in perpetuity.The Assistant TrustOfficer is responsible for managing and administering trust accounts, ensuringcompliance with legal and fiduciary obligations while maintaining strongrelationships with our trusted partners.This role involves overseeingtrust operations, working with JTC Wyoming’s PTC partners to fulfill theregulatory and reporting requirements.

MAIN RESPONSIBILITIES AND DUTIES

• Assist in the administration of trust accounts, including record-keeping, asset management, and account reviews.
• Support the Trust Officer in ensuring compliance with legal, regulatory, and fiduciary standards.
• Liaise with clients, beneficiaries, legal representatives, and other stakeholders to address inquiries and facilitate trust operations.
• Prepare trust-related documentation, reports, and correspondence as required.
• Monitor and review trust activities to ensure proper management and adherence to policies.
• Coordinate with internal departments such as legal, compliance, and finance to maintain trust integrity.
• Assist in trust account audits and periodic reporting.

ESSENTIAL REQUIREMENTS

• Bachelor’s degree in finance, law, business administration, or a related field. (desired but not required).
• 1 – 3 years of experience in trust administration, fiduciary services, or related financial services.
• Knowledge of trust structures, estate planning, and relevant legal regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Proficiency in trust management software and MS Office Suite.
• Ability to work independently and collaboratively in a team environment.

OURCOMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organization where allindividuals feel welcome and feel able to participate in the workplace fully.We value different perspectives, backgrounds and lived experiences. Thisincludes supporting employee wellbeing so that people feel equipped to thrive.

Whether you are just starting out or seeking new challenges, JTC offers an environment where you can grow, develop, and succeed at every stage of your career.

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