Apply on Employer Site

JTC Group · 4 weeks ago

Assistant Trust Officer - Private Client

Sioux Falls, SD

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

JTC Group is focused on providing flexible, cost-effective trust administration services to wealthy clients. The Assistant Trust Officer will support the administration and management of trust accounts while ensuring compliance with regulatory requirements and company policies.

ConsultingFinanceFinancial ServicesReal Estate

Responsibilities

Assist in the administration of trust accounts, including record-keeping, asset management, and account reviews

Support the Trust Officer in ensuring compliance with legal, regulatory, and fiduciary standards

Liaise with clients, beneficiaries, legal representatives, and other stakeholders to address inquiries and facilitate trust operations

Prepare trust-related documentation, reports, and correspondence as required

Monitor and review trust activities to ensure proper management and adherence to policies

Coordinate with internal departments such as legal, compliance, and finance to maintain trust integrity

Assist in trust account audits and periodic reporting

Qualification

Trust administrationTrust structuresAnalytical skillsTrust management softwareClient service skillsMS Office SuiteCommunication skillsTeam collaboration