Trust Relationship Manager and Estate Settlement Advisor

Main Responsibilities And Duties

• Manage complex fiduciary trust relationships including both directed and delegated accounts as well as US domestic and international clients.
• Ensure 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.
• Identify and engage with new business opportunities and reinforce brand awareness of service line.
• Ensure all fiduciary accounts are fully compliant 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.
• Adhere to JTC core values and expected behaviors.
• Implement solutions to risk factors and processes connected with new/existing work.

Essential Requirements

• Bachelor’s degree in finance, Accounting, Law, or a related field.
• A JD, CFP, or CTFA designation is preferred.
• Minimum of 5 years of experience in trust and estate 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.
• 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 and used to working in a “hands-on” role.
• Strong communication skills, both written and verbal.
• Excellent interpersonal skills.
• Highly developed management and mentorship skills.
• Strong analytical and problem-solving capabilities.
• Working knowledge of risk-related matters in a trust administration and fiduciary context.
• Strong administration and organizational skills.
• Experienced user of Microsoft applications, trust accounting system, and document management systems.

Pay

The expected salary range for this position is $175,000 – $225,000 per year, based on experience and qualifications.