Trust Associate

EMPLOYMENT TYPE: Permanent

DEPARTMENT: Private Client

DIVISION: Private Client Services

WORKPLACE STRUCTURE: Hybrid

Role Overview

PURPOSE OF JOB

JTC Delaware is looking for a Trust Associate who is responsible for support of the day-to-day administration of a diverse book of complex personal trust accounts for high-net-worth individuals and families along with onboarding new trust relationships. They will work closely with the trust officer, account advisors, family office managers as well as the individual clients.

Main Responsibilities And Duties

• 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.
  
  

Essential Requirements

• A bachelor’s degree and/or have three years of trust related experience. a legal degree, accounting degree, or professional certification is highly desired.
• An understanding of estate planning, taxes and fiduciary law is preferred.
• 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.