Trust Relationship Officer

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. Support the ongoing service of UHNW/HNW trust and estate relationships, responding to client requests and coordinating with internal and external stakeholders as needed.

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