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Senior Administrator – Client Services

Boston 9th Jan 2023

Join JTC where your contribution will be valued.

We currently have an exciting opportunity for a Senior Administrator – Client Services to join our team in Boston, MA.

Purpose of Job

This position performs as a Sr. Administrator. The candidate will be responsible for providing support to Client Services team members, excellent customer service working with clients in understanding the clients’ needs and administering the appropriate procedures, processes in a timely, accurate and professional manner, and identify streamlining opportunities for process improvement. Resolve minor client issues; escalate when necessary.

Main Responsibilities and Duties
Trust and Escrow Fund Administration
  • Maintain client relationships to ensure client satisfaction with the highest level of client service, monitoring client usage of contracted services and portal, identifying potential additional products/services to be provided, escalating potential churn situations to management
  • Identify and understand pertinent provisions in agreements which state the requirements and documentation required by trust or escrow agent in order to process receipts and disbursements and establish subaccounts
  • Coordinate with banking partners and clients to open depository and/or escrow accounts with specific attention to each depository and/or escrow agent requirement and procedure
  • Identify and understand pertinent provisions in agreements which state the requirements and documentation required by trust or escrow agent in order to process receipts and disbursements and establish subaccounts
  • Ensure clients are properly administered as contracted from inception through completion of contractual requirements
  • Responsible for timely and accurate client billing
  • Create and maintain desk procedures specific to each client
  • Data entry including review of portal data for accuracy
  • Perform other duties as required
  • Adhere to JTC core values and expected behaviors
Like Kind Exchange Administration (desired)
  • Functions as key contributor with demonstrated knowledge and expertise when processing Like Kind Exchanges. Maintain relationships with Like Kind Exchange clients with the highest level of client service
  • Ensure clients are properly administered as contracted from beginning to end of exchange period involving proper usage of company templates, generate exchange documentation, monitor receipts and disbursements, follow-up with Exchanger of pertinent dates, coordinate with ancillary parties (real estate agents, accountants, attorneys, escrow/settlement agent) involved in exchange transaction necessary to ensure timely funding & settlement
Essential Requirements
  • A minimum of 3 years banking or financial services experience, including trust & escrow knowledge
  • 3+ years of client service, customer success experience required
  • Knowledge and/or experience in Section 1031 Like Kind Exchanges desired
  • Fund administration experience desired
  • Knowledge and/or experience in Fund Accounting desired
  • Basic understanding of accounting
  • Detail oriented skills to support review of legal and financial documents
  • Strong skills in Microsoft Office: Word, Excel & Power Point and ability to learn and utilize other technology applications
  • Excellent communication skills, both verbal and written
  • Ability to timely and effectively meet deadlines throughout the day using organizational skills
Conclusion

JTC is a publicly listed, award-winning provider of fund, corporate and private client services to institutional and private clients. The principle of making all our people owners of the business is fundamental to our culture and aligns us completely with the best interests of our clients.

JTC’s culture places a strong focus on the development of its employees. We value our employees’ commitment to their career and encourage and support you if you wish to pursue a professional qualification as well as providing ongoing learning and development opportunities through our Academy and Gateway programmes. Our vision for the future is driven by an entrepreneurial and innovative spirit.

If you would like to join team JTC, where everyone is dedicated to continuously delivering a service beyond our clients’ expectations, please apply online.