US - Relationship Acquisition - 6 # 26-23591

US Tech Solutions; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

US Tech Solutions is seeking a Trust Administrator to provide high-quality fiduciary services to UHNW/HNW clients. The role supports servicing and maintenance of trust and estate relationships and guides Trust Relationship Managers to ensure administration in line with governing documents and applicable laws.

Hybrid work arrangement with three in-office days. Responsibilities include client relationship support, reporting, due diligence, risk management, and pricing support for trust cases.

Qualifications

• Experience in trust/fiduciary administration and client servicing within a regulated financial services environment.
• Strong knowledge of governing documents and applicable laws and regulations.
• Excellent communication and stakeholder management skills.

Responsibilities

• Provide high-quality service to UHNW/HNW trust and estate relationships, coordinating with internal/external stakeholders as needed.
• Support the servicing of more complex trust and estate portfolios under Trust Relationship Managers.
• Oversee trust and company administration and ensure accurate execution of activities.
• Guide and support Trust Relationship Managers to ensure compliance with governing instruments and jurisdictional requirements.
• Maintain strong file hygiene and documentation standards across client structures.
• Monitor timely completion of client reporting and ensure internal/group reporting is accurate.
• Support due diligence, KYC/AML and ongoing monitoring obligations; escalate issues when needed.
• Provide management with reporting on technical and operational issues and participate in process improvements.
• Identify potential new business opportunities and assist with pricing for trust cases.

Skills

Trust administration experience

Client servicing in financial services

KYC/AML knowledge

Excellent communication skills

Education

Bachelor of Arts or Bachelor of Science, preferably

Some trust experience

Job description

Contract Duration: 12 month, likely to extend

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.
• Risk management, due diligence & compliance
• 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.
• Strong compliance outcomes (timely due diligence, clean audit findings, effective issue escalation).
• 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.

Note:

• Hybrid. 3 days per week in-office Tues - Thurs
• supplier bill rate not to exceed: see rate card
• Interview process: 1 round panel interview.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.

US Tech Solutions is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

AI Statement:

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