Intern – Private Capital Services

ROLE OVERVIEW

PURPOSE OF JOB

JTC Trust Company Delaware is seeking an Intern to support day-to-day functions and projects within our Delaware Trust Operations and Administration. Our office in Wilmington, Delaware, serves affluent, high net worth and ultra-high net worth domestic and international families. We offer local administration of Delaware tax favored trust situs, modern trust statutes, customized trust administration and superior service under a global publicly traded brand. We can either work with your existing advisors regarding investments, insurance, custody and illiquid assets or we are happy to recommend trusted advisors from our network. We administer trusts with both liquid and non-liquid assets including LLCs, LPs and closely held stock and also work with offshore investments.

Interns will have the opportunity for professional growth and development in trust administration and wealth management. Program includes working directly with management, senior management and operations on projects for existing clients, new clients and our network of financial advisors. The internship will be based out our Wilmington, Delaware location. This is a hybrid position with at least 2 days per week required in the office.

MAIN RESPONSIBILITIES AND DUTIES

• Work with Trust Officers on administration of trust accounts.
• Assist in back-office tasks such as data retention, data entry, and communications.
• Assist in providing reports and statements to stakeholders.
• Contribute to internal ad hoc projects targeted to bring about more efficiencies to existing processes.

ESSENTIAL REQUIREMENTS

• Rising Junior or Senior currently enrolled a college/university with major in related industry.
• Professional communication skills over the telephone, via email as well as in person.
• Excellent critical thinking skills and strong attention to detail.
• Proficient in MS Outlook, MS Word and MS Excel. Microsoft Office skills.

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organization 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.