Senior Trust Officer - Private Client

Main Responsibilities

• Administer a variety of complex fiduciary accounts for US domestic clients as well as international and cross-border clients.
• Responsible for assuring a superior level of client service while effectively managing fiduciary risk.
• Identify and address different types of trust issues, unique assets, closely held entities, and make judgments to resolve matters and escalate to management and oversight committees as needed.
• Provide guidance and development opportunities to administrative support staff and delegate work as appropriate.
• Serve as a committee member on administration, oversight and discretionary committees.
• Participate in business development activities to highlight trust administration approach and process for prospective new clients.
• Ensure that the trust account set-up and ongoing administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
• Prepare timely initial and annual administrative reviews.
• Aid in the preparation of reports and materials for management committees.
• Communicate effectively with beneficiaries, grantors, attorneys, investment advisors, and accountants to ensure all parties are well-informed.
• Maintain client service standards in all client communications.
• Work with affiliated entities, including internal audit, as needed.

Essential Requirements

• Bachelor’s degree in finance, Accounting, Law, or a related field.
• A JD, CFP, or CTFA designation is preferred.
• Minimum of 10 years of experience in trust administration, estate planning, or wealth management.
• In-depth knowledge of trust laws, fiduciary duties, and estate planning principles.
• Experience managing a diverse portfolio of trust accounts.
• Extensive personal trust administration experience and managing high-net worth and ultra-high-net worth client relationships.
• Ability to effectively manage complex, cross border and international trust clients.
• Experience in operational, tax and fiduciary activities in relation to complex, cross border and international trust clients.
• Ability to succeed in a fast-paced environment.
• Self-motivated, accustomed to working in a “hands-on” role.
• Strong communication skills, both written and verbal.
• Excellent interpersonal skills.
• Highly developed management and mentorship skills.
• Experienced user of Microsoft applications, trust accounting system, and document management systems.

Our Commitment to Inclusion & Wellbeing

JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and capable of participating fully in the workplace. We value different perspectives, backgrounds, and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.