Senior Institutional Trust Relationship Manager

Ascensus; Illinois; On-site; USD 90,000 - 130,000; Full time

Job summary

Newport, an Ascensus company, seeks a senior fiduciary services professional to serve high-profile institutional accounts and oversee trust administration. You will onboard new clients, review agreements, and coordinate stock and fund trades, while collaborating with attorneys, analysts and operations to ensure accurate, timely deliverables.

The role emphasizes relationship management, compliance, and cross-selling opportunities, with up to 5% travel and a focus on service excellence.

Qualifications

• :Bachelor’s degree required
• Minimum of five years of relevant professional experience
• Strong MS Office skills (Outlook, Excel, Word, 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 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 meetings 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

Team Player

Time Management

Detail Oriented

Problem Solver

Independent

Integrity

Proactive

Resourceful

Education

Bachelor’s degree

Tools

Outlook

Excel

Word

PowerPoint

Job description

Newport, an Ascensus company, seeks a senior fiduciary services professional to serve high-profile institutional accounts and oversee trust administration. You will onboard new clients, review agreements, and coordinate stock and fund trades, while collaborating with attorneys, analysts and operations to ensure accurate, timely deliverables.

The role emphasizes relationship management, compliance, and cross-selling opportunities, with up to 5% travel and a focus on service excellence.