Assistant Manager

2 weeks ago

Boston, United States JTC Group Full time

**ROLE OVERVIEW**

**PURPOSE OF JOB**

**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.
- Excellent communication skills, both verbal and written.
- Ability to timely and effectively meet deadlines throughout the day using organizational skills.

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