Trust Officer, Assistant Manager – Private Client

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

Trust Officer, Assistant Manager – Private Client

Primary responsibilities to include trust administration and ensuring assigned personal trust relationships are administered properly and serve as a resource to team members supporting the trust administration department. Duties include the administration of complex fiduciary trust relationships including both directed and delegated accounts as well as US domestic and international clients.

MAIN RESPONSIBILITIES AND DUTIES

• Administer a variety of complex fiduciary accounts for US domestic clients as well as international and cross-border clients.
• Responsible for assuring a superior level of client service while effectively managing fiduciary risk.
• Be able to identify and address different types of trust issues, unique assets, closely held entities and making judgments to resolve matters and escalating to management and oversight committees as needed.
• Provide guidance and development opportunities to administrative support staff and delegation of work as appropriate.
• Serve as a committee member on administration, oversight and discretionary committees, if needed.
• Participate in business development activities to highlight trust administration approach and process for prospective new clients.
• Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
• Prepare timely initial and annual administrative reviews.
• Assist in preparation of reports and materials for management committees.
• Communicate effectively with beneficiaries, grantors, attorneys, investment advisors and accountants to ensure all parties are well informed.
• Maintain client service standards in all client communications.
• Work with affiliated entities, including internal audit, as needed.
• Adhere to JTC core values and expected behaviours.
• Any other duties as deemed necessary by Management.

ESSENTIAL REQUIREMENTS

• Bachelor’s degree in finance, Accounting, Law, or a related field. A JD, CFP, or CTFA designation is preferred.
• Minimum of 5 years of experience in trust administration, estate planning, or wealth management. In-depth knowledge of trust laws, fiduciary duties, and estate planning principles.
• Experience managing a diverse portfolio of trust accounts.
• Ability to effectively manage complex, cross border and international trust clients.
• Experience in operational, tax and fiduciary activities in relation to complex, cross border and international trust clients.
• Ability to succeed in a fast-paced environment.
• Self-motivated, used to working in a “hands-on” role.
• Strong communication skills, both written and verbal.
• Excellent interpersonal skills.
• Highly developed management and mentorship skills.
• Strong analytical and problem-solving capabilities.
• Working knowledge of risk related matters in a trust administration and fiduciary context.
• Strong administration and organizational skills.
• Experienced user of Microsoft applications, trust accounting system and document management systems.

OUR COMMITMENT TO INCLUSION &WELLBEING

JTC iscommitted to fostering a healthy, inclusive organisation where all individualsfeel welcome and feel able to participate in the workplace fully. We valuedifferent perspectives, backgrounds and lived experiences. This includessupporting 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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