Strategic Trust & Institutional Relationship Manager

Ascensus; New Jersey; On-site; USD 85,000 - 120,000; Full time

Job summary

Newport, an Ascensus company, seeks a Trust Administrator to serve as the primary contact for institutional accounts, delivering specialized trust and fiduciary services for Fortune 500 sponsors. You will coordinate onboarding, review agreements, and ensure accurate administration of trades and distributions.

Connect with senior managers and attorneys to support service delivery, while maintaining rigorous records and compliance. Travel up to 5% is expected as part of client engagements.

Qualifications

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

Responsibilities

• Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations
• 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

Independent

Time management

Detail oriented

Education

Bachelor’s degree

Tools

Outlook

Excel

Word

PowerPoint

SEI Trust3000

Job description

Newport, an Ascensus company, seeks a Trust Administrator to serve as the primary contact for institutional accounts, delivering specialized trust and fiduciary services for Fortune 500 sponsors. You will coordinate onboarding, review agreements, and ensure accurate administration of trades and distributions.

Connect with senior managers and attorneys to support service delivery, while maintaining rigorous records and compliance. Travel up to 5% is expected as part of client engagements.