Private Client Trust Operations Specialist

JTC Group; Wilmington, Northern (DE, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

JTC Group in Delaware is seeking a Trust Operations Associate to manage all operational aspects of the trust accounting platform and interface with investment advisors and broker/dealers.

The role includes reconciliation of operating accounts, moving funds, and preparing client statements, with responsibility for supporting system enhancements and regulatory requests. Strong Excel/Word and FIS knowledge are preferred.

Qualifications

• 3–5 years of relevant trust operation experience.
• Bachelor’s degree or equivalent work experience; knowledge of trust estates and tax laws.

Responsibilities

• Evaluate business processes for efficiency and feasibility.
• Create financial reports for senior management.
• Serve as liaison with trust accounting system providers and other technology vendors.
• Support plans for system enhancements and upgrades.
• Coordinate and participate in Disaster Recovery Testing.
• Perform operational duties in support of the Delaware office.
• Assist with Private Label Trust company implementations.
• Maintain JTC DE Business Continuity Plan.
• Prepare reports responsive to regulatory examination and audit requests.
• Oversee operating accounts, scanning and reconciliation.
• Produce statements for accounts custodian’s away.
• Generate ad hoc reports from trust accounting system.
• Coordinate system access rights with IT.
• Comply with safety policies and report unsafe activities.
• Participate in proactive team efforts to achieve goals.
• Perform other duties as assigned.
• Provide leadership to others through example and sharing of knowledge/skill.

Skills

Trust operations

Financial reporting

Regulatory liaison

Microsoft Office

Excel

Word

FIS

Disaster Recovery

Education

Bachelor's degree

Tools

FIS trust accounting system

MS Word

Job description

JTC Group in Delaware is seeking a Trust Operations Associate to manage all operational aspects of the trust accounting platform and interface with investment advisors and broker/dealers.

The role includes reconciliation of operating accounts, moving funds, and preparing client statements, with responsibility for supporting system enhancements and regulatory requests. Strong Excel/Word and FIS knowledge are preferred.