Trust Relationship Manager

Michael Page; New York (NY); On-site; USD 55,000 - 96,000; Full time

Job summary

Michael Page is seeking a Trust Relationship Manager to oversee assigned trust accounts, ensure compliance, and deliver tailored financial solutions. You will be the primary contact for clients and collaborate with internal teams to provide exceptional service.

The role emphasizes relationship-building, attention to detail, and knowledge of financial regulations. Experience in trust administration or financial services is preferred; this temporary position offers growth opportunities and

Qualifications

• Experience in trust administration or financial services.
• Strong interpersonal and relationship-building skills.
• Ability to manage multiple accounts effectively and efficiently.
• Attention to detail and a commitment to compliance standards.
• Excellent communication and problem-solving abilities.
• Knowledge of relevant financial regulations and industry practices.

Responsibilities

• Manage and oversee assigned trust accounts to ensure compliance and proper administration.
• Build and maintain strong relationships with clients, acting as their primary point of contact.
• Provide tailored financial solutions to meet client needs and objectives.
• Ensure all trust-related documentation is accurate and up to date.
• Collaborate with internal teams to deliver exceptional service and support to clients.
• Identify opportunities to enhance client satisfaction and expand service offerings.
• Monitor and manage financial transactions within trust accounts to ensure accuracy and compliance.
• Stay updated on relevant regulations and industry trends to provide informed guidance to clients.

Skills

Trust administration

Relationship management

Regulatory compliance

Communication

Attention to detail

Job description

Trust Relationship Manager

Manage and oversee assigned trust accounts to ensure compliance and proper administration. Build and maintain strong relationships with clients, acting as their primary point of contact. Provide tailored financial solutions to meet client needs and objectives. Ensure all trust-related documentation is accurate and up to date. Collaborate with internal teams to deliver exceptional service and support to clients. Identify opportunities to enhance client satisfaction and expand service offerings. Monitor and manage financial transactions within trust accounts to ensure accuracy and compliance. Stay updated on relevant regulations and industry trends to provide informed guidance to clients.

A successful Trust Relationship Manager should have experience in trust administration or financial services. Strong interpersonal and relationship-building skills. Ability to manage multiple accounts effectively and efficiently. Attention to detail and a commitment to compliance standards. Excellent communication and problem-solving abilities. Knowledge of relevant financial regulations and industry practices.

Hourly pay rate. Opportunity to work in the financial services industry. Temporary role with potential for professional growth.