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
South Dakota Trust Company's business is designed toaccommodate the needs and desires of wealthy clients, both domestically andinternationally, providing "flexible, cost- effective, service-oriented trustadministration" in the #1 rated domestic trust jurisdiction. SDTC's core focusis to serve families' individual goals, while preserving family wealth inperpetuity.
The Assistant Trust Officer will support theadministration and management of trust accounts, ensuring compliance withregulatory requirements and company policies. This role involves assisting intrust operations, client relationship management, and facilitating trusttransactions efficiently.
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.
ESSENTIAL REQUIREMENTS
LI-SB1
