Institutional Relationship Manager, Trust & Retirement

Ascensus; Wisconsin; On-site; USD 70,000 - 90,000; Full time

Job summary

Newport, an Ascensus company, provides specialized trust and fiduciary services to high-profile institutional accounts, including Fortune 500 plan sponsors. The role focuses on onboarding new accounts, coordinating account openings, and presenting annual reviews at committee meetings.

Team collaboration across Trust Administrators, Operations, and Legal helps ensure accurate administration, timely deliverables, and adherence to internal controls. Travel is up to 5% as needed.

Qualifications

• Bachelor’s degree from an accredited university or college.
• 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 that exceeds their expectations.
• Leads efforts to onboard 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

MS Office

Client service

Time management

Problem solving

Education

Bachelor’s degree

Tools

MS Office Suite

SEI Trust3000

Job description

Newport, an Ascensus company, provides specialized trust and fiduciary services to high-profile institutional accounts, including Fortune 500 plan sponsors. The role focuses on onboarding new accounts, coordinating account openings, and presenting annual reviews at committee meetings.

Team collaboration across Trust Administrators, Operations, and Legal helps ensure accurate administration, timely deliverables, and adherence to internal controls. Travel is up to 5% as needed.