Senior Relationship Manager, Institutional Trust & Fiduciary

Ascensus; Jackson (MS); On-site; USD 75,000 - 110,000; Full time

Job summary

Newport, an Ascensus company, seeks a seasoned trust administrator to serve as the primary contact for high-profile institutional accounts. You will oversee fiduciary services for qualified and non-qualified plans, ensuring accurate administration and timely client deliverables.

Responsibilities include onboarding new accounts, coordinating documentation, and guiding trust administrators through trades, distributions, and reconciliations.

Qualifications

• Bachelor’s degree required or equivalent
• Minimum of five years of relevant professional experience
• Strong MS Office skills (Outlook, Excel, Word, PowerPoint)

Responsibilities

• Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts
• Lead onboarding of new accounts and coordinate account opening processes
• Review agreements and prepare internal documentation for proper administration
• Meet with contacts to ensure timely client deliverables and handle inquiries
• Direct Trust Administrators with stock/mutual fund trades, wire transfers and plan sub accounts

Skills

Client service

Time management

Detail oriented

Proactive

Problem solving

Education

Bachelor’s degree

Tools

Outlook

Excel

Word

PowerPoint

Job description

Newport, an Ascensus company, seeks a seasoned trust administrator to serve as the primary contact for high-profile institutional accounts. You will oversee fiduciary services for qualified and non-qualified plans, ensuring accurate administration and timely client deliverables.

Responsibilities include onboarding new accounts, coordinating documentation, and guiding trust administrators through trades, distributions, and reconciliations.