What are the responsibilities and job description for the Senior Analyst, Trust Operations - NH position at jptc?
Jordan Park Trust Company is a New Hampshire chartered trust company under common ownership with Jordan Park Group, an investment advisor registered with the Securities and Exchange Commission. We provide comprehensive trust solutions and management, including private family trust companies, to a distinct global community of individuals and families. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our experienced team of trust professionals enables clients to preserve and manage their wealth in coordination with their estate planning objectives. We embrace complexity and navigate challenges to empower clients to achieve their intended outcomes.
Senior Analyst, Trust Operations
Portsmouth, New Hampshire
We are seeking a driven Trust Operations Senior Analyst in New Hampshire to support the growth of our trust company. This is an opportunity to work alongside an experienced team of trust professionals, dedicated to providing the highest level of client service to the families we support. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.
About the Role
The Trust Operations Senior Analyst is responsible for the execution of client activity and enterprise-wide strategic initiatives. Responsibilities include:
- Manage asset and client reporting workflows using trust accounting software, including accurately booking, updating, and removing holdings in client accounts, performing monthly market value updates, and distributing client statements
- Provide backup support for daily transaction processing during team member absences or peak workloads
- Maintain relationships with custodians, transfer agents and other professional contacts to facilitate client onboarding and trade related activity
- Assist with annual third-party vendor reviews by gathering required documentation and preparing summary of findings for management.
- Serve as a liaison between Trust Operations and colleagues at our RIA, Jordan Park Group
- Contribute to the enhancement of operational processes to reduce risks, increase controls, and elevate client service
- Assume additional responsibilities as requested
About You
This role might be right for you if:
- Have a process-oriented mindset and like enhancing workflows
- Are well-organized and deadline driven
- Have a high level of attention to detail
- Have a strong sense of prioritization
- Know when to escalate issues and work with your manager to problem solve
- Thrive while working in a team environment and enjoy helping others
- Experience at a wealth management or trust company is preferred, not required
Also considered, but not required:
- Experience with FIS AddVantage trust accounting software and Fidelity WealthScape advisor platform
- Experience with Addepar or other similar data aggregation tools
- Advanced Microsoft Excel skills
We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.- Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
- For information about our privacy practices, please see our Privacy Notice.
- Jordan Park is an SEC-registered investment adviser (RIA).