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JTC Group · 5 days ago

Trust Associate

Wilmington, DE

Full-time

Hybrid

Entry Level

3+ years exp

JTC Group is looking for a Trust Associate who will support the administration of complex personal trust accounts for high-net-worth individuals and families. The role involves managing client transactions, providing administrative services, and ensuring high levels of client service.

ConsultingFinanceFinancial ServicesReal Estate

Responsibilities

Support the Trust Administration team which handles a variety of fiduciary accounts and assuring a superior level of client service

Manage billing and cash collection

Process client transactions including cash disbursements, cash deposits and other transactions daily

Assist with requests for discretionary distributions, trust terminations, collection of tax information and clearing overdrafts

Assist in minute taking and preparation of materials for management committees

Adhere to the Company’s policies, procedures and controls as well as applicable regulatory standards

Maintain client service standards in all client communications

Provide account administrative services to JTC DE, operating subsidiaries, private label trust companies and other business channels as they develop

Support marketing efforts as needed

Respond to incoming calls, e-mails, mail and in-person requests

Attend meetings and prepare follow-up as needed

Set goals, prioritize and execute duties of the position

Manage documents, files and electronic information in an organized, efficient and secure manner

Interact with customers in a professional and pleasant manner

Represent company as a professional in appearance and manner

Communicate written and oral communication at the highest level of professionalism and integrity

Perform quality and quantity duties as expected for position

Complete company required training courses as assigned

Qualification

Trust administrationEstate planningFiduciary lawAccounting degreeProfessional certificationCommunication skillsTime managementOrganizational skillsTeam collaborationSelf-starter attitude

Required

A bachelor's degree and/or have three years of trust related experience

A self-starter attitude, ability to work independently at a high level, and must be able to take initiative to ensure deadlines are met

Strong writing and verbal communication skills, time management, scheduling, organization, office skills, along with contributing to a team effort, are also necessary

Ability to multi-task is critical