Private Client Trust Associate – Growth & Compliance

JTC Group; Jackson (WY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

JTC Wyoming Trust Company seeks an Assistant Trust Officer to manage and administer trust accounts, ensuring compliance with fiduciary obligations while maintaining strong relationships with our trusted partners. The role oversees trust operations and coordinates with JTC Wyoming’s PTC partners to fulfill regulatory and reporting requirements.

This permanent hybrid position in Private Client Services requires a degree in finance, law, or related field, 1–3 years of trust administration

Qualifications

• Bachelor's degree in finance, law, business, or a related field.
• 1–3 years of experience in trust administration or fiduciary services.
• Knowledge of trust structures, estate planning, and relevant regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Ability to work both independently and in a team.

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.
• Prepare trust-related documentation, reports, and correspondence.
• Monitor and review trust activities to ensure proper management and adherence to policies.
• Coordinate with internal departments such as legal, compliance, and finance.
• Assist in trust account audits and periodic reporting.

Skills

Analytical skills

Attention to detail

Communication

Client service

Trust software

MS Office

Teamwork

Education

Bachelor's degree in finance/law/business

Tools

Trust management software

MS Office Suite

Job description

JTC Wyoming Trust Company seeks an Assistant Trust Officer to manage and administer trust accounts, ensuring compliance with fiduciary obligations while maintaining strong relationships with our trusted partners. The role oversees trust operations and coordinates with JTC Wyoming’s PTC partners to fulfill regulatory and reporting requirements.

This permanent hybrid position in Private Client Services requires a degree in finance, law, or related field, 1–3 years of trust administration