Trust Relationship Officer

About the role

The Trust Relationship Officer will focus on managing and maintaining client trust accounts within the financial services sector. This role involves supporting banking and financial services operations while ensuring compliance with relevant regulations and maintaining strong client relationships. The position is with a financial services company based in New York.

Responsibilities

• Manage and oversee trust accounts, ensuring compliance with all applicable regulations.
• Support banking and financial services operations to meet client needs.
• Build and maintain strong relationships with clients, acting as a trusted point of contact.
• Collaborate with internal teams to address client inquiries and resolve issues efficiently.
• Monitor account activities to identify and address potential risks or discrepancies.
• Prepare and maintain accurate documentation for trust accounts as required.
• Ensure timely communication with clients regarding account updates and changes.
• Provide exceptional service to clients in alignment with company standards.

Qualifications

• Experience with trust account management and banking operations.
• Strong knowledge of financial services and related regulatory requirements.
• Excellent interpersonal and communication skills to build client relationships.
• Attention to detail and problem-solving abilities to address account-related issues.
• Proficiency in relevant financial software and tools.

Pay

Competitive hourly rate. Temporary position offering valuable experience in the financial services industry.