Senior Trust Officer & Private Client Manager

JTC Group; Wilmington, Northern (DE, KY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

JTC is seeking a Trust Officer, Assistant Manager – Private Client to lead complex fiduciary accounts for US domestic and international clients. You will administer trusts, ensure compliance, and support a team within a fast-paced environment.

This role requires a finance or law background, 5+ years in trust administration, strong communication, and risk management. You will mentor staff, participate in committees, and contribute to client development at JTC.

Qualifications

• Bachelor’s degree in finance, Accounting, Law or related field; JD/CFP/CTFA preferred.
• Minimum 5 years in trust administration, estate planning, or wealth management.
• Experience managing diverse trust portfolios and cross-border clients.

Responsibilities

• Administer a variety of complex fiduciary accounts for US domestic and international clients.
• Ensure superior client service while managing fiduciary risk.
• Provide guidance and mentorship to administrative staff and delegate tasks as appropriate.
• Serve on administration and oversight committees as needed.
• Support business development to attract new clients.

Skills

Client service

Communication

Leadership

Analytical thinking

Risk management

Education

Bachelor’s degree in finance, accounting, or law

JD/CFP/CTFA designation preferred

Tools

Microsoft Office

Trust accounting system

Document management systems

Job description

JTC is seeking a Trust Officer, Assistant Manager – Private Client to lead complex fiduciary accounts for US domestic and international clients. You will administer trusts, ensure compliance, and support a team within a fast-paced environment.

This role requires a finance or law background, 5+ years in trust administration, strong communication, and risk management. You will mentor staff, participate in committees, and contribute to client development at JTC.