Trust Operations Associate - Private Client

JTC Group; Wilmington (DE); Hybrid; USD 75,000 - 110,000; Full time

Job summary

JTC Group in Delaware seeks an experienced operations professional to manage the trust accounting platform relationship and interface with investment advisors and broker/dealers. The role includes reconciling operating accounts and client statements.

Requires 3–5 years in trust operations, a Bachelor’s degree or equivalent, and strong knowledge of trust estates and taxes. Hybrid work within Private Client Services enabling cross-functional collaboration.

Qualifications

• 3–5 years of relevant trust operation experience.
• Bachelor’s degree or equivalent work experience.
• Knowledge of trust estates and tax laws.
• Ability to identify and communicate tax planning vehicles.
• Strong working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes and investments.
• Proficient with Excel and Word.

Responsibilities

• Evaluate business processes for efficiency and feasibility.
• Create financial reports for senior management.
• Coordinate and participate in Disaster Recovery Testing.
• Oversee operating accounts, scanning and reconciliation.
• Prepare reports responsive to regulatory examination and audit requests.
• Maintain Delaware office operations and support Private Client Services.

Skills

Trust operations

Excel

Word

FIS

Regulatory reporting

Detail-oriented

Communication

Adaptability

Education

Bachelor's degree or equivalent

Tools

FIS trust accounting system

Microsoft Office

Job description

PURPOSE OF JOB

This position will be responsible for all operation aspects of JTC DE’s relationship with the trust accounting platform as well as interfacing with investment advisors and broker/dealers who will manage accounts with JTC DE. This position is also responsible for reconciliation of operating accounts, moving funds and client statements.

EMPLOYMENT TYPE: Permanent
DEPARTMENT: Private Client
DIVISION: Private Client Services
WORKPLACE STRUCTURE: Hybrid

Role Overview

This position will be responsible for all operation aspects of JTC DE’s relationship with the trust accounting platform as well as interfacing with investment advisors and broker/dealers who will manage accounts with JTC DE. This position is also responsible for reconciliation of operating accounts, moving funds and client statements.

Main Responsibilities And Duties

• Evaluate business processes for efficiency and feasibility.
• Create financial reports for senior management.
• Serve as liaison with trust accounting system providers and other technology vendors.
• Support plans for system enhancements and upgrades.
• Coordinate and participate in Disaster Recovery Testing.
• Perform operational duties in support of the Delaware office.
• Assist with Private Label Trust company implementations.
• Maintain JTC DE Business Continuity Plan .
• Prepare reports responsive to regulatory examination and audit requests.
• Oversee operating accounts, scanning and reconciliation.
• Produce statements for accounts custodian’ away.
• Generate ad hoc reports from trust accounting system.
• Coordinate system access rights with IT.
• Comply with all safety policies, practices and procedures.
• Report all unsafe activities to supervisor and/or Human Resources.
• Participate in proactive team efforts to achieve departmental and company goals.
• Perform other duties as assigned.
• Provide leadership to others through example and sharing of knowledge/skill.
• Receive very general guidance with respect to overall objectives; work is usually quite independent of others; operate within specific policy guidelines.

Essential Requirements

• 3 to 5 years of relevant trust operation experience.
• Bachelor’s degree or equivalent work experience, required Knowledge of trust estates and tax laws.
• Ability to identify and communicate tax planning vehicles.
• Strong working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes and investments.
• Execute tasks with accuracy and attention to detail.
• Perform responsibilities with honesty and integrity.
• Maintain a professional level of stress tolerance.
• Possess ability to adapt to changing environment.
• Experience with Microsoft Office products, particularly Excel and Word.
• Ability to use a trust accounting system, preferably FIS.
• Proficient personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organisation 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.