Assistant Manager

2 weeks ago

Boston, United States JTC PLC Full time

ROLE OVERVIEW

PURPOSE OF JOB

This position performs as an Assistant Manager. The candidate will be responsible for providing high level customer service to clients while administering the appropriate procedures, processes in a timely, accurate and professional manner. Identifies streamlining opportunities for process improvement. Works independently to make decisions to resolve client issues.

MAIN RESPONSIBILITIES AND DUTIES

Like Kind Exchange Administration

* 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.


* Confirm and discuss specifics of forward and reverse exchange process directly with Like Kind Exchange clients and/or their representative.


* Ensure clients are properly administered as contracted from inception through completion of contractual requirements, including document preparation, escrow account opening and billing.


* 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.



Trust and Escrow Fund Administration

* Functions as key contributor with demonstrated knowledge and expertise in Trust and Escrow 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.


* 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.
* Perform other duties as required.
* Adhere to JTC core values and expected behaviours.



ESSENTIAL REQUIREMENTS

* Knowledge and a minimum of 2 years' experience in Section 1031 Like Kind Exchanges.


* A minimum of 5 years banking or financial services experience, including trust & escrow knowledge required.


* 5+ years of client service, customer success experience required.


* Fund administration experience (highly desired).


* 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.

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