Trust Relationship Manager

Title: Trust Relationship Manager

Location: New York, NY
Employment Type: Contract

Compensation

Pay Range:$35.17-$42.20 Per HR

Description
Join our team as a Trust Relationship Manager in a hybrid role based in New York, NY. 
This is a 12-month contract position with potential for extension. 
You will manage complex trust and estate accounts, ensuring compliance with documentation and regulations. 
Your role includes client interaction, relationship expansion, and providing guidance to team members. 
Proficiency in generic office software and investment concepts is required.

Key Responsibilities
Administer complex trust or estate account relationships in compliance with documentation and regulations.
Communicate with clients proactively and respond to inquiries promptly.
Expand customer relationships by promoting additional products and services.
Ensure documentation completeness and compliance for all relationships.
Provide guidance and training to less experienced personnel.

Qualifications
Minimum of ten years of progressive trust administration experience.
Strong communication, analytical, and customer service skills.
Proficient in generic office software and investment concepts.
Bachelor’s degree in business or a related field, or equivalent experience.
Master’s degree and/or CTFA preferred.

Contact Authorization

By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here

Benefits

Learn more about our benefits offerings here

Onboarding Expectations

Learn more about our Onboarding Process here

EEO Statement

Learn more about our EEO policy here

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