Trust Relationship Officer

Confidential; New York (NY); On-site; USD 103,155,000 - 115,933,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) retirement savings

Life & disability insurance

Employee assistance program

Legal support

Auto insurance

Home insurance

Pet insurance

Employee discounts

Job summary

Our client, a major bank in New York, seeks a Trust Relationship Officer to provide high-quality trust and fiduciary services to UHNW/HNW clients. You will support the servicing and operational maintenance of trust and estate relationships and guide Trust Relationship Managers to ensure administration in accordance with governing documents, laws and internal policies.

Responsibilities include client service and relationship support, overseeing trust/company administration, client and group

Qualifications

• Bachelor's degree (BA/BS) preferred.
• Some trust experience required.

Responsibilities

• Provide high-quality trust and fiduciary services to UHNW/HNW clients.
• Support servicing and operational maintenance of trust and estate relationships.
• Coach/support Trust Relationship Managers to ensure proper administration.
• Ensure governance compliance with documents, laws, and internal policies.
• Oversee client reporting and due diligence (KYC/AML).

Skills

Trust administration

Client servicing

KYC/AML

Regulatory compliance

Due diligence

Communication

Education

Bachelor's degree (BA/BS)

Job description

Our client, a major bank, is looking to hire a Trust Relationship Officer in New York, NY.

Pay Rate Range:

36-40.46/hr W2, depending on experience

Responsibilities:

Contract Duration: 12 month, likely to extend

Interview process: 1 round panel interview.

Role overview

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.

Requirements:

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.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.