Trust Relationship Manager

Mitchell Martin Inc.; New York (NY); Hybrid; USD 48,000 - 58,000; Full time

Job summary

Mitchell Martin Inc. seeks a Trust Relationship Manager in a hybrid role based in New York, NY.

This 12-month contract requires managing complex trust and estate accounts, ensuring regulatory compliance and complete documentation, while actively interacting with clients and expanding relationships. Ideal candidates have 10+ years in trust administration and strong communication, analytical, and customer service skills, plus proficiency in office software and investment concepts.

Qualifications

• Minimum of ten years of progressive trust administration experience.
• Strong communication, analytical, and customer service skills.
• Proficient in generic office software and investment concepts.
• Bachelor’s degree in business or a related field, or equivalent experience.
• Master’s degree and/or CTFA preferred.

Responsibilities

• Administer complex trust or estate account relationships in compliance with documentation and regulations.
• Communicate with clients proactively and respond to inquiries promptly.
• Expand customer relationships by promoting additional products and services.
• Ensure documentation completeness and compliance for all relationships.
• Provide guidance and training to less experienced personnel.

Skills

Trust administration

Communication

Analytical skills

Customer service

Office software

Investment concepts

Education

Bachelor’s degree in business or related field

Master’s degree/CTFA preferred

Job description

Title: Trust Relationship Manager

Location: New York, NY

Employment Type: Contract (Only W2)

Compensation

Pay Range:$35.17-$42.20 Per HR

Description

Join our team as a Trust Relationship Manager in a hybrid role based in New York, NY.

This is a 12-month contract position with potential for extension.

You will manage complex trust and estate accounts, ensuring compliance with documentation and regulations.

Your role includes client interaction, relationship expansion, and providing guidance to team members.

Proficiency in generic office software and investment concepts is required.

Key Responsibilities

• Administer complex trust or estate account relationships in compliance with documentation and regulations.
• Communicate with clients proactively and respond to inquiries promptly.
• Expand customer relationships by promoting additional products and services.
• Ensure documentation completeness and compliance for all relationships.
• Provide guidance and training to less experienced personnel.

Qualifications

• Minimum of ten years of progressive trust administration experience.
• Strong communication, analytical, and customer service skills.
• Proficient in generic office software and investment concepts.
• Bachelor’s degree in business or a related field, or equivalent experience.
• Master’s degree and/or CTFA preferred.