What are the responsibilities and job description for the Assistant Trust Officer – Private Client position at JTC Group?
EMPLOYMENT TYPE: Permanent
DEPARTMENT: Private Client
DIVISION: Private Client Services
WORKPLACE STRUCTURE: Hybrid
Role Overview
PURPOSE OF JOB
JTC Wyoming Trust Company's business is designed to accommodate the needs and desires of wealthy clients, both domestically and internationally, providing flexible, cost- effective, service-oriented trust administration. JTC Wyoming’s core focus is to serve families’ individual goals, while preserving family wealth in perpetuity. The Assistant Trust Officer is responsible for managing and administering trust accounts, ensuring compliance with legal and fiduciary obligations while maintaining strong relationships with our trusted partners. This role involves overseeing trust operations, working with JTC Wyoming’s PTC partners to fulfill the regulatory and reporting requirements.
Main Responsibilities And Duties
JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.
DEPARTMENT: Private Client
DIVISION: Private Client Services
WORKPLACE STRUCTURE: Hybrid
Role Overview
PURPOSE OF JOB
JTC Wyoming Trust Company's business is designed to accommodate the needs and desires of wealthy clients, both domestically and internationally, providing flexible, cost- effective, service-oriented trust administration. JTC Wyoming’s core focus is to serve families’ individual goals, while preserving family wealth in perpetuity. The Assistant Trust Officer is responsible for managing and administering trust accounts, ensuring compliance with legal and fiduciary obligations while maintaining strong relationships with our trusted partners. This role involves overseeing trust operations, working with JTC Wyoming’s PTC partners to fulfill the regulatory and reporting requirements.
Main Responsibilities And Duties
- 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.
- Bachelor's degree in finance, law, business administration, or a related field. (desired but not required).
- 1 - 3 years of experience in trust administration, fiduciary services, or related financial services.
- Knowledge of trust structures, estate planning, and relevant legal regulations.
- Strong analytical skills and attention to detail.
- Excellent communication and client service skills.
- Proficiency in trust management software and MS Office Suite.
- Ability to work independently and collaboratively in a team environment.
JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.