EMPLOYMENT TYPE: Permanent
DEPARTMENT: Private Client
DIVISION: Private Client Services
WORKPLACE STRUCTURE: Hybrid
Primary responsibilities to include trust administration and ensuring assigned personal trust relationships are administered properly and serve as a resource to team members supporting the trust administration department. Duties include the administration of complex fiduciary trust relationships including both directed and delegated accounts as well as US domestic and international clients.
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.
Be able to identify and address different types of trust issues, unique assets, closely held entities and making judgments to resolve matters and escalating to management and oversight committees as needed.
Provide guidance and development opportunities to administrative support staff and delegation of work as appropriate.
Serve as a committee member on administration, oversight and discretionary committees, if needed.
Participate in business development activities to highlight trust administration approach and process for prospective new clients.
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
Prepare timely initial and annual administrative reviews.
Assist in 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 behaviours.
Any other duties as deemed necessary by Management.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 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.
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, 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.OUR COMMITMENT TO INCLUSION & WELLBEING
JTC is committed to fostering a healthy, inclusive organisation 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.
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JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services.
Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders.
Our purpose is to maximise potential and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.
