Trust Administration Specialist for High‑Net‑Worth Clients

JTC Group; Wilmington (DE); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

JTC Delaware seeks a Trust Associate to support day-to-day administration of complex personal trust accounts for high-net-worth families. You will collaborate with the trust officer, account advisors and family office managers to deliver precise fiduciary service.

Key duties include processing transactions, handling billing, onboarding new relationships and assisting with discretionary distributions while preparing materials for committees.

Formación

• A bachelor’s degree is required; 3+ years in trust-related work preferred.
• Understanding of estate planning, taxes and fiduciary law preferred.
• Strong writing, verbal communication and time management skills.

Responsabilidades

• Support the Trust Administration team handling fiduciary accounts and client service.
• Manage billing and cash collection.
• Process client transactions including cash disbursements and deposits.
• Assist with discretionary distributions, trust terminations and tax info collection.
• Prepare materials for management committees and take minutes as needed.
• Maintain compliance with company policies and regulatory standards.
• Provide account administration for JTC DE and related entities.
• Support marketing efforts and respond to calls, emails, or mail.

Conocimientos

Trust administration

Client service

Communication skills

Time management

Initiative

Educación

Bachelor's degree

3+ years trust experience

Descripción del empleo

JTC Delaware seeks a Trust Associate to support day-to-day administration of complex personal trust accounts for high-net-worth families. You will collaborate with the trust officer, account advisors and family office managers to deliver precise fiduciary service.

Key duties include processing transactions, handling billing, onboarding new relationships and assisting with discretionary distributions while preparing materials for committees.