JTC Group · 15 hours ago
Trust Officer - Private Client
Sioux Falls, SD
Full-time
Onsite
Mid Level
3+ years expJTC Group is focused on providing flexible and cost-effective trust administration services to wealthy clients. The Trust Officer is responsible for managing trust accounts, ensuring compliance with legal obligations, and maintaining relationships with partners while overseeing trust operations.
ConsultingFinanceFinancial ServicesReal Estate
Responsibilities
Administer and manage trust accounts, ensuring compliance with fiduciary laws, policies, and regulations
Serve as the primary point of contact for PTC partners, trusted advisors, providing exceptional service and addressing inquiries
Develop and implement trust strategies tailored to clients' financial and estate planning needs
Review trust documents, interpret terms, and ensure adherence to the grantor’s intent
Coordinate with legal, tax, and investment professionals to ensure all necessary filing requirements are fulfilled
Monitor distributions, and account activities, ensuring compliance with trust provisions
Prepare and present reports on trust activities to SDTC’s PTC partners and trust beneficiaries
Qualification
Required
Bachelor's degree in finance, Business, Law, or a related field (CTFA, CFP, or CPA designation is a plus)
Minimum of 3 years of experience in trust administration, estate planning, or wealth management
Strong understanding of fiduciary responsibilities, estate planning principles, and tax implications
Excellent client relationship management skills with a focus on confidentiality and trust
Strong analytical, problem-solving, and organizational skills
Proficiency in trust accounting systems and financial software
Effective communication and interpersonal skills
Ability to work collaboratively with internal and external stakeholders
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
Company data provided by crunchbase