Trust Relationship Officer

New York, NY

$35.08–$39.62 Per Hour
Instant Apply

30+ days ago

Job Description

Our Client, a Banking and Financial Services company, is looking for a Trust Relationship Officer for their New York, NY/Hybrid location.

Responsibilities:

Client service & relationship support
Support the ongoing service of UHNW/HNW trust and estate relationships, responding to client requests and coordinating with internal and external stakeholders as needed.
Provide operational support to Trust Relationship Managers on more complex trust and estate portfolios.
Oversight of trust and company administration
Guide and support one or more Trust Relationship Managers to ensure accurate execution of trust/company activities in accordance with governing instruments and relevant jurisdictional requirements.
Maintain strong file hygiene and documentation standards across client structures.
Client and Group reporting
Monitor and ensure timely completion of client reporting at the required frequency, including (as applicable) valuations, annual financial statements, investment information, tax/technical reports, and ad hoc reporting.
Ensure any required internal/Group reporting is completed accurately and on time.
Risk management, due diligence & compliance
Ensure due diligence and compliance requirements are adhered to within the team, including KYC/AML and ongoing monitoring obligations.
Escalate issues, breaches, or emerging risks promptly and support remediation actions.
Management information & operational support
Provide reporting and support to management on technical and operational issues, including participation in projects and process improvements.
Commercial discipline & opportunity identification
Review client relationships and trust structures to identify potential new business opportunities.
Support appropriate pricing for new and existing trust cases, ensuring services are properly scoped and commercially sound.
Specialist support (as applicable)
May develop or support specialist offerings such as Philanthropy, Legacy Wealth Planning, or Probate Services (not exhaustive), aligned to client needs and business priorities.

Requirements:

Experience in trust/fiduciary administration and client servicing within a regulated financial services environment.
Working knowledge of trust and company structures, governing documentation, and jurisdictional requirements relevant to the role.
Strong understanding of due diligence, KYC/AML, and operational risk controls.
Ability to manage multiple deadlines and deliver accurate, high-quality reporting.
Strong communication skills and confidence in handling client queries and stakeholder coordination.
Commercial awareness (pricing support, identifying opportunities, understanding client needs).
Ability to coach/support administrators and contribute to a collaborative team environment.
Qualifications
Bachelor of Arts or Bachelor of Science, preferably
Some trust experience
Key relationships
HNW clients and their professional advisers (attorneys, tax advisers, investment managers)
Trust Officers, Trust Administrators, fiduciary operations teams
Compliance, Risk, Finance, Legal and other internal partners
External service providers and relevant jurisdictional parties (as required)
Success measures
On-time, accurate delivery of client and internal reporting.
Strong compliance outcomes (timely due diligence, clean audit findings, effective issue escalation).
High-quality administration of trust/company structures with minimal errors and rework.
Positive client feedback and effective support of Trust Officers on complex cases.
Identified opportunities progressed appropriately and pricing discipline maintained.

Why Should You Apply?

Health Benefits
Referral Program
Excellent growth and advancement opportunities

Why Should You Apply?

Numbers & Facts

Location	New York, NY
Salary	$35.08–$39.62 Per Hour

Skills

Administrative Skillsunmatched
Banking Servicesunmatched
Coachingunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer/Client Researchunmatched
Documentationunmatched
Documentation Standardsunmatched
Due Diligenceunmatched
Fiduciaryunmatched
File Maintenanceunmatched
Financeunmatched
Financial Analysisunmatched
Financial Reportingunmatched
Financial Servicesunmatched
Financial Statementsunmatched
Health Planunmatched
Investment Managementunmatched
Know Your Customer (KYC)unmatched
Legalunmatched
Needs Assessmentunmatched
Operational Supportunmatched
Pricingunmatched
Probateunmatched
Process Improvementunmatched
Regulatory Complianceunmatched
Reporting Skillsunmatched
Riskunmatched
Risk Managementunmatched
Sales Prospectingunmatched
Tax Reportingunmatched
Team Playerunmatched
Time Managementunmatched

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