Institutional Relationship Manager – Fiduciary Services

Ascensus; Idaho; On-site; USD 70,000 - 110,000; Full time

Job summary

Newport, an Ascensus company, provides specialized trust and fiduciary services for high-profile institutional accounts, including Fortune 500 plan sponsors. The role focuses on client service, onboarding, documentation, and timely deliverables backed by cross-functional collaboration.

You will work with Trust Administrators, attorneys, and senior management to execute stock fund trades, wires, and plan accounting while ensuring policy compliance and audit readiness.

Qualifications

• Minimum of five years of relevant professional experience.
• Strong MS Office skills to include Outlook, Excel, Word and PowerPoint.

Responsibilities

• Nurtures long standing relationships with clients by delivering high quality and responsive service.
• Leads onboarding of new accounts, gather relevant information and coordinate account opening process.
• Reviews agreements and prepare internal documentation to assure proper administration.
• Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries.
• Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes.
• Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services.
• Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings.
• Facilitates participant communications related to employer stock funds and distributions.
• Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries.
• Identifies cross-selling opportunities to support business development within the

Skills

Client service orientation

Team player

Proactive

Problem solver

Detail oriented

Time management

Integrity

Education

Bachelor's degree from an accredited university or college

Tools

MS Office (Outlook, Excel, Word, PowerPoint)

Job description

Newport, an Ascensus company, provides specialized trust and fiduciary services for high-profile institutional accounts, including Fortune 500 plan sponsors. The role focuses on client service, onboarding, documentation, and timely deliverables backed by cross-functional collaboration.

You will work with Trust Administrators, attorneys, and senior management to execute stock fund trades, wires, and plan accounting while ensuring policy compliance and audit readiness.