Senior Administrator – Client Services

JTC Group; Boston (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

JTC Group in Boston, MA, is seeking a Sr. Administrator to support Client Services, ensure excellent service, and streamline processes.

You will manage client relationships, oversee trust and escrow workflows, and coordinate with banking partners. Strong communication and multi-tasking are essential.

Salary range is $70,000–$90,000 per year, commensurate with experience; join a team committed to inclusion and client success.

Qualifications

• 3+ years of client service or customer success experience.
• Minimum 3 years banking or financial services experience, including trust & escrow knowledge.
• Knowledge or experience with 1031 Like Kind Exchanges.
• Detail-oriented skills to review legal and financial documents.
• Strong skills in Microsoft Word, Excel, and PowerPoint; ability to learn other software.
• Excellent verbal and written communication skills.
• Ability to multi-task and meet deadlines with strong organizational skills.

Responsibilities

• Maintain client relationships to ensure client satisfaction and high level of service.
• Identify required documentation in trust/escrow agreements and establish subaccounts.
• Coordinate with banking partners to open depository or escrow accounts.
• Ensure clients are administered from inception to contractual completion.
• Handle timely and accurate client billing.
• Create and maintain desk procedures per client.
• Data entry and portal data accuracy review.
• Process 1031 Like Kind Exchanges and maintain client relationships.
• Ensure exchange periods are properly administered and documentation generated.
• Coordinate dates with ancillary parties for funding and settlement.
• Perform other duties as required.
• Adhere to JTC core values and expected behaviours.

Skills

Client service

Communication

Multi-tasking

Time management

Tools

Microsoft Office Suite

Job description

Thisposition is performed as a Sr. Administrator. The candidate will be responsible for providing support to ClientServices team members, excellent customer service, working with clients inunderstanding the clients’ needs and administering the appropriate procedures,process in a timely, accurate and professional manner, and identifystreamlining opportunities for process improvement. Resolve minor clientissues; escape when necessary.

MAIN RESPONSIBILITIES AND DUTIES

Trust and Escrow FundAdministration

• Maintain client relationships to ensure client satisfaction with the highest level of client service, monitoring client usage of contracted services and portal, identifying potential additional products/services to be provided, escalating potential churn situations to management.
• Identify and understand key provisions in agreements which state the requirements and documentation required by trust or escrow agent in order to process receipts and disbursements and establish subaccounts.
• Coordinate with banking partners and clients to open depository and/or escrow accounts with specific attention to each depository and/or escrow agent requirement and procedure.
• Ensure clients are properly administered as contracted from inception through completion of contractual requirements.
• Responsible for timely and accurate client billing.
• Create and maintain desk procedures specific to each client.
• Data entry including review of portal data for accuracy.

1031 Like Kind Exchange Administration

• Functions as key contributor with demonstrated knowledge when processing Like Kind Exchanges. Maintain relationships with Like Kind Exchange clients with the highest level of client service.
• Ensure clients are properly administered as contracted from beginning to end of exchange period involving proper usage of company templates, generate exchange documentation, monitor receipts and disbursements.
• Exchanger of pertinent dates, coordinate with ancillary parties (real estate agents, accountants, attorneys, escrow/settlement agent) involved in exchange transaction necessary to ensure timely funding & settlement.
• Perform other duties as required.
• Adhere to JTC core values and expected behaviours.

ESSENTIAL REQUIREMENTS

• 3+ years of client service, customer success experience.
• A minimum of 3 years banking or financial services experience, including trust & escrow knowledge desired.
• Knowledge and/or experience in Section 1031 Like Kind Exchanges.
• Detail oriented skills to support review of legal and financial documents.
• Strong skills in Microsoft Office: Word, Excel & Power Point and ability to learn and utilize other technology applications.
• Excellent communication skills, both verbal and written.
• Ability to multi-task and timely and effectively meet deadlines throughout the day using organizational skills.

The expected salary range for this position is $70,000 – $90,000 per year, based on experience and qualifications.

OURCOMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes 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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