Trust Relationship Manager

Ivory Systems; Wilmington (DE); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Ivory Systems in Wilmington, DE seeks a Trust Services Specialist to support UHNW/HNW trust and estate relationships. You will assist Trust Relationship Managers, oversee administration, and ensure accurate reporting in line with governing documents and regulatory requirements.

Responsibilities include due diligence, risk controls, and coordinating with internal partners to identify opportunities and maintain file hygiene. Strong communication and multidisciplinary collaboration are essential.

Qualifikationen

• Experience in trust/fiduciary administration within a regulated financial services environment.
• Strong knowledge of trust and company structures and governing documents.
• Solid understanding of due diligence, KYC/AML, and risk controls.
• Ability to manage multiple deadlines and deliver accurate reporting.

Aufgaben

• Provide high-quality client servicing and relationship support for UHNW/HNW trust and estate relationships.
• Support Trust Relationship Managers on complex portfolios and governance matters.
• Oversee trust and company administration in line with governing instruments and jurisdictional requirements.
• Ensure timely client reporting and internal Group reporting.

Kenntnisse

Trust administration

Client servicing

KYC/AML

Reporting

Stakeholder coordination

Ausbildung

BA/BS preferred

Trust experience

Jobbeschreibung

To provide high-quality trust and fiduciary services to Ultra and High Net Worth (UHNW/HNW) clients. The role supports the servicing and operational maintenance of trust and estate relationships and provides guidance to Trust Relationship Managers to ensure trust and company structures are administered in accordance with governing documents (e.g., Trust Deed, Memorandum & Articles of Association or equivalent), applicable laws and regulations, and internal policies and standards

Key responsibilities

• Client service & relationship support
• Support the ongoing service of UHNW/HNW trust and estate relationships, responding to client requests and coordinating with internal and external stakeholders as needed.
• Provide operational support to Trust Relationship Managers on more complex trust and estate portfolios.
• Oversight of trust and company administration
• Guide and support one or more Trust Relationship Managers to ensure accurate execution of trust/company activities in accordance with governing instruments and relevant jurisdictional requirements.
• Maintain strong file hygiene and documentation standards across client structures.
• Client and Group reporting
• Monitor and ensure timely completion of client reporting at the required frequency, including (as applicable) valuations, annual financial statements, investment information, tax/technical reports, and ad hoc reporting.
• Ensure any required internal/Group reporting is completed accurately and on time.
• Ensure due diligence and compliance requirements are adhered to within the team, including KYC/AML and ongoing monitoring obligations.
• Escalate issues, breaches, or emerging risks promptly and support remediation actions.
• Management information & operational support
• Provide reporting and support to management on technical and operational issues, including participation in projects and process improvements.
• Commercial discipline & opportunity identification
• Review client relationships and trust structures to identify potential new business opportunities.
• Support appropriate pricing for new and existing trust cases, ensuring services are properly scoped and commercially sound.
• Specialist support (as applicable)
• May develop or support specialist offerings such as Philanthropy, Legacy Wealth Planning, or Probate Services (not exhaustive), aligned to client needs and business priorities.

Knowledge, skills and experience

• Experience in trust/fiduciary administration and client servicing within a regulated financial services environment.
• Working knowledge of trust and company structures, governing documentation, and jurisdictional requirements relevant to the role.
• Strong understanding of due diligence, KYC/AML, and operational risk controls.
• Ability to manage multiple deadlines and deliver accurate, high-quality reporting.
• Strong communication skills and confidence in handling client queries and stakeholder coordination.
• Commercial awareness (pricing support, identifying opportunities, understanding client needs).
• Ability to coach/support administrators and contribute to a collaborative team environment.

Qualifications

• Bachelor of Arts or Bachelor of Science, preferably
• Some trust experience

Key relationships

• HNW clients and their professional advisers (attorneys, tax advisers, investment managers)
• Trust Officers, Trust Administrators, fiduciary operations teams
• Compliance, Risk, Finance, Legal and other internal partners
• External service providers and relevant jurisdictional parties (as required)

Success measures

• On-time, accurate delivery of client and internal reporting.
• High-quality administration of trust/company structures with minimal errors and rework.
• Positive client feedback and effective support of Trust Officers on complex cases.
• Identified opportunities progressed appropriately and pricing discipline maintained.