Private Client Trust Operations Associate

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

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.