Trust Officer Team Lead

ROLE OVERVIEWPURPOSE OF JOB

The Trust Officer Team Lead’s purpose is to lead a group of Trust Officers and Assistant Trust Officers with the daily administration of accounts. They are also a source for their team for other issues related to the company and structure.

MAIN RESPONSIBILITIES AND DUTIES

• Perform all Assistant, Associate, and Trust Officer/Senior Trust Officer Responsibilities.
• Delegate administrative tasks to Assistant Trust Officer with appropriate timelines for tasks delegated.
• Provide training and guidance to Assistant, Associate, and Trust Officer/Senior Trust Officer on all Responsibilities.
• Administer approximately 65-100 accounts, potentially consisting of complex accounts, key relationships, and/or ultra-high net worth client.
• Complete tasks in WealthHub according to established procedures and deadlines.
• Proactively monitor task queues in WealthHub and ensure timely completion of approvals.
• Serve as backup when team members are out of office.
• Assist the Director of Trust Administration with determining hiring needs, team shifts.
• Assist the Director of Trust Administration with interviewing potential hires.
• Monitor performance of team, including account loads, and work with MAG (Management Awareness Group) to distribute new accounts within team.
• Manage time off requests from team.
• Help resolve conflicts among team members.
• Work with HR to onboard new hires on team.
• Handle difficult situations, both in account administration and people management.
• Trust Committee member, represent and report for team.
• Communicate information to team given by Management.
• Provide guidance, answer team member questions and oversee team member work for quality and policy guideline compliance.
• Conduct team meetings to provide updates on company, discuss best practices, resolve account challenges, and discuss continued expectations.
• Build trust and camaraderie throughout team and organization, inspiring and motivating teamwork.
• Establish open discussions and promote new ideas within team.
• Encourage and support independent thinking.
• Conduct annual reviews and other 1:1 meetings with team members as needed.
• Plan quarterly team lunches and other team events.
• Coordinate work anniversary and Administrative Assistants Day cards, gifts, emails, etc.
• Coach, mentor, and train the team.
• Assist the Director of Trust Administration in determining Cannon/ABA requests and conference requests from team members.
• Help team members identify career goals and walk them through career path and readiness assessment for future roles to determine areas of improvement.

ESSENTIAL REQUIREMENTS

• 5+ years of relevant experience, or a combined total of at least 7 years of SDTC Trust Officer and external Trust Officer experience.
• Successfully completed Cannon I, II, and III, or equivalent, and/or holds CTFA Certification.
• Demonstrates a superior level of trust administration knowledge and ability to effectively manage a complex book of accounts.

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.