Senior Fund Services Administrator & Escrow Specialist

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

Job summary

JTC Group in Boston seeks a Sr. Administrator to support the Client Services team, delivering excellent service, understanding client needs, and administering procedures accurately and efficiently.

You will resolve client issues, identify process improvements, and collaborate with banking partners to manage depository/escrow accounts, ensuring timely billing and data accuracy across client portals.

Qualifications

• Bachelor’s degree required.
• 3+ years client service experience.
• 3+ years banking or financial services experience, including trust & escrow knowledge.
• Fund administration experience desired.
• Knowledge and/or experience in 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.

Responsibilities

• 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.

Skills

Client service

Communication skills

Multi-tasking

Education

Bachelor's degree

Tools

Microsoft Office

Job description

JTC Group in Boston seeks a Sr. Administrator to support the Client Services team, delivering excellent service, understanding client needs, and administering procedures accurately and efficiently.

You will resolve client issues, identify process improvements, and collaborate with banking partners to manage depository/escrow accounts, ensuring timely billing and data accuracy across client portals.