JTC Group · 9 hours ago
Trust Officer Team Lead
Sioux Falls, SD
Full-time
Onsite
Senior Level
5+ years expJTC Group is a company dedicated to providing private client services, and they are seeking a Trust Officer Team Lead to oversee a team of Trust Officers and Assistant Trust Officers. This role involves daily administration of accounts, training team members, and managing complex client relationships.
ConsultingFinanceFinancial ServicesReal Estate
Responsibilities
Perform all Assistant, Associate, and Trust Officer/Senior Trust Officer Responsibilities
Delegate administrative tasks to Assistant Trust Officer with appropriate timelines for tasks delegated
Provide training and guidance to Assistant, Associate, and Trust Officer/Senior Trust Officer on all Responsibilities
Administer approximately 65-100 accounts, potentially consisting of complex accounts, key relationships, and/or ultra-high net worth client
Complete tasks in WealthHub according to established procedures and deadlines
Proactively monitor task queues in WealthHub and ensure timely completion of approvals
Serve as backup when team members are out of office
Assist the Director of Trust Administration with determining hiring needs, team shifts
Assist the Director of Trust Administration with interviewing potential hires
Monitor performance of team, including account loads, and work with MAG (Management Awareness Group) to distribute new accounts within team
Manage time off requests from team
Help resolve conflicts among team members
Work with HR to onboard new hires on team
Handle difficult situations, both in account administration and people management
Trust Committee member, represent and report for team
Communicate information to team given by Management
Provide guidance, answer team member questions and oversee team member work for quality and policy guideline compliance
Conduct team meetings to provide updates on company, discuss best practices, resolve account challenges, and discuss continued expectations
Build trust and camaraderie throughout team and organization, inspiring and motivating teamwork
Establish open discussions and promote new ideas within team
Encourage and support independent thinking
Conduct annual reviews and other 1:1 meetings with team members as needed
Plan quarterly team lunches and other team events
Coordinate work anniversary and Administrative Assistants Day cards, gifts, emails, etc
Coach, mentor, and train the team
Assist the Director of Trust Administration in determining Cannon/ABA requests and conference requests from team members
Help team members identify career goals and walk them through career path and readiness assessment for future roles to determine areas of improvement
Qualification
Required
5+ years of relevant experience, or a combined total of at least 7 years of SDTC Trust Officer and external Trust Officer experience
Successfully completed Cannon I, II, and III, or equivalent, and/or holds CTFA Certification
Demonstrates a superior level of trust administration knowledge and ability to effectively manage a complex book of accounts
Company
JTC Group
JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$153.56MKey Investors
CBPE Capital
2025-11-10Acquired
2025-06-24Post Ipo Debt· $75M
2023-06-14Post Ipo Equity· $78.56M
Leadership Team
Nigel Le Quesne
Chief Executive Officer
Aidan Davin
Managing Director
Recent News
2025-11-24
2025-11-15
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