Senior Administrator – Client Services

JTC Group; Boston, Northern (MA, KY); 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, delivering excellent customer service and guiding clients’ needs through accurate procedures and process improvements.

The role includes administering trust and escrow, and Like Kind Exchange administration, with emphasis on timely and accurate client billing. The candidate should have 3+ years in client service and at least some banking or financial services experience, including escrow knowledge.

Qualifications

• Minimum 3 years of client service or customer success experience.
• Banking or financial services experience including trust/escrow knowledge is preferred.
• Knowledge of 1031 Like Kind Exchanges is beneficial.
• Detail oriented with ability to review legal and financial documents.
• Strong verbal and written communication skills.

Responsibilities

• Maintain client relationships and ensure high levels of service and portal usage.
• Coordinate with banks and clients to open escrow accounts and manage requirements.
• Process receipts and disbursements, establish subaccounts, and ensure contractual compliance.
• Handle timely and accurate client billing and create desk procedures per client.
• Process Like Kind Exchanges, coordinate with related parties to ensure timely funding and settlement.

Skills

Client service

Communication

Multi-tasking

MS Office

Attention to detail

Relationship management

Tools

Microsoft Office

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; escapewhen 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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