Jobs · Accounting · New York

Trust Relationship Manager

Michael Page · New York, NY · 1 mo ago
AccountingContract

About the role

The Trust Relationship Manager will be responsible for managing trust accounts and building strong relationships with clients in the financial services industry. The role requires a proactive approach to ensuring client satisfaction and supporting their financial needs.

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.

Requirements

  • 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.

Benefits

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

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