Assistant Administrator – Client Relationship

ROLE OVERVIEWPURPOSE OF JOB

The Assistant Administrator – Client Relationship provides administrative and operational support to the Client Solutions and Trust teams in the onboarding and ongoing servicing of client structures.

This is an entry-level role designed for individuals beginning their career in trust, fiduciary, or financial services. The Assistant Administrator supports regulatory onboarding, documentation management, and client communication under the supervision of senior team members.

MAIN RESPONSIBILITIES AND DUTIES

Client Onboarding Support

• Assist with the preparation and distribution of KYC/CDD checklists to clients and advisors.
• Track receipt of onboarding documentation and maintain accurate status updates.
• Conduct preliminary due diligence searches (e.g., Google searches, World Checks) under supervision.
• Organize and compile onboarding documentation for review by the Trust Administrator.
• Assist with drafting engagement letters and client correspondence.
• Maintain and update onboarding pipeline trackers.

Compliance & Documentation

• Support the preparation of AML and compliance documentation.
• Assemble new account acceptance packets once documentation is complete.
• Ensure client files are organized and maintained in accordance with internal policies.
• Monitor documentation renewals and follow up with clients as needed.

Administrative & Operational Support

• Coordinate certifications of identification documents and proof of address.
• Liaise with internal teams (finance, compliance, operations) to support onboarding processes.
• Assist with invoice tracking and engagement documentation coordination.
• Provide general administrative support to Trust Officers and Senior Administrators.

Client & Advisor Communication

• Communicate with clients and professional advisors via email and phone regarding documentation requirements.
• Escalate complex client matters to senior team members.
• Maintain professional and timely communication standards.

ESSENTIAL REQUIREMENTS

• Bachelor’s degree preferred (Business, Finance, Accounting, or related field).
• 0–2 years of experience in financial services, banking, trust, or administrative support preferred.
• Strong interest in developing a career in trust and fiduciary services.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Bilingual (English/Spanish) is a plus.
• Strong attention to detail and document accuracy.
• High level of organization and ability to manage multiple tasks.
• Professional communication skills.
• Willingness to learn regulatory and compliance requirements.
• Team-oriented with a proactive attitude.

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.