Senior Institutional Trust & Relationship Manager

Ascensus; Pierre (SD); On-site; USD 85,000 - 120,000; Full time

Job summary

Newport, an Ascensus company, is seeking a Trust Administrator to serve as the primary contact for high-profile institutional accounts. You will manage fiduciary services for qualified and non-qualified plans sponsored by Fortune 500 companies, coordinating onboarding, review of agreements, and timely client deliverables.

The role involves directing trust admins in trades and transfers, collaborating with senior management, and presenting annual reviews, with travel up to 5% as needed.

Qualifications

• Bachelor’s degree from an accredited university
• Minimum of five years of relevant professional experience
• Strong MS Office skills to include Outlook, Excel, Word and PowerPoint

Responsibilities

• Onboard new accounts and coordinate account opening process
• Review agreements and prepare internal documentation for proper administration
• Direct Trust Administrators with processing of stock and mutual fund trades, wire transfers, checks and plan sub accounting
• Present annual account reviews and participate in planning meetings
• Promote compliance and audit readiness; retain records and respond to inquiries

Skills

MS Office proficiency

Client service oriented

Detail oriented

Team player

Education

Bachelor’s degree

Tools

SEI Trust3000

Job description

Newport, an Ascensus company, is seeking a Trust Administrator to serve as the primary contact for high-profile institutional accounts. You will manage fiduciary services for qualified and non-qualified plans sponsored by Fortune 500 companies, coordinating onboarding, review of agreements, and timely client deliverables.

The role involves directing trust admins in trades and transfers, collaborating with senior management, and presenting annual reviews, with travel up to 5% as needed.