To provide high-quality trust and fiduciary services to Ultra and High Net Worth (UHNW/HNW) clients. The role supports the servicing and operational maintenance of trust and estate relationships and provides guidance to Trust Relationship Managers to ensure trust and company structures are administered in accordance with governing documents (e.g., Trust Deed, Memorandum & Articles of Association or equivalent), applicable laws and regulations, and internal policies and standards
Key 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.
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.
Knowledge, skills and experience
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.
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.
Note:
Hybrid. 3 days per week in-office Tues – Thurs
supplier bill rate not to exceed: see rate card
Interview process: 1 round panel interview.
About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.
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Numbers & Facts
Location
NY, NY
Skills
Administrative Skillsunmatched
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
High Net Worthunmatched
Investment Managementunmatched
Know Your Customer (KYC)unmatched
Legalunmatched
Needs Assessmentunmatched
Operational Supportunmatched
People Managementunmatched
Pricingunmatched
Probateunmatched
Process Improvementunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Reporting Skillsunmatched
Riskunmatched
Risk Managementunmatched
Sales Prospectingunmatched
Tax Reportingunmatched
Team Playerunmatched
Time Managementunmatched
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