Job Description
Title: Trust Relationship Manager
Location: New York, NY
Employment Type: Contract (Only W2)
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 https://www.mitchellmartin.com/privacy-policy
Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks
Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4
EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement
#LI-SU1
Location: New York, NY
Employment Type: Contract (Only W2)
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 https://www.mitchellmartin.com/privacy-policy
Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks
Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4
EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement
#LI-SU1
Numbers & Facts
| Location | New York, NY |
| Industry | Staffing/Employment Agencies |
| Salary | $35.17–$42.20 Per Hour |
| Company Size | 100 to 499 employees |
| Year Founded | 1984 |
| Website | https://www.mitchellmartin.com |
About Company
OUR FOCUS IS GROWTH
It’s not just about filling job openings. It’s about enabling growth and inspiring success. That’s what we do.
Mitchell Martin is one of the nation’s largest staffing companies, with offices throughout the US as well as in India and the Philippines. We help drive success for both people and companies by helping them achieve positive growth. We do this by building strong relationships and developing a deep understanding of the people we work with, in order to facilitate the best matches for both sides of the equation.
Skills
- Administrative Skillsunmatched
- Analysis Skillsunmatched
- Communication Skillsunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Documentationunmatched
- Maintain Complianceunmatched
- Onboardingunmatched
- People Managementunmatched
- Promotional Programsunmatched
- Regulatory Complianceunmatched
- Relationship Managementunmatched
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