Trust Relationship Officer at Confidential Trust Relationship Officer at Confidential in Union City, New Jersey Posted in 1 day ago.

Type:

full-time Our client, a major bank, is looking to hire a Trust Relationship Officer in New York, NY.

Pay Rate Range:

36-40.46/hr W2, depending on experience

Responsibilities:

Hybrid. 3 days per week in-office Tues -

Thurs Contract Duration:

12 month, likely to extend Interview process: 1 round panel interview. Role overview 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. 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:

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. 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. Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. Equal Employment Opportunity Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Fair Chance Employment Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. Accommodations We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. Only applicable for

San Francisco Candidates:

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.