Trust Officer - Private Client

ROLE OVERVIEW

PURPOSE OF JOB

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.

MAIN RESPONSIBILITIES AND DUTIES

• 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.