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.