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Trust Relationship Officer

Iconma

  • New York, NY
  • 18 days ago
  • $35.08–$39.62 Per Hour

Highlights

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.

Numbers & Facts

LocationNew York, NY
IndustryManagement Consulting Services
Salary$35.08–$39.62 Per Hour
Company Size2,000 to 2,499 employees
Year Founded2000
Websitehttps://www.iconma.com/

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?

Benefits

401K, Employee Referral Program, Life Insurance

About Company

ICONMA is a global information consulting management firm providing Professional Staffing Services and Project-Based Solutions for organizations in a broad range of industries.

  • Corporate Headquarters in Troy, Michigan; 20+ locations worldwide.
  • Certified Woman-Owned Business Enterprise (WBE); certified by Women’s Business Enterprise National Council, National Women Business Owners Corporation (NWBOC); and California Public Utilities Commission (CPUC).
  • Founded in 2000
  • 2000+ Employees

The company was founded on the principle that success is derived from delivering high quality service and resources in the most responsive, flexible, and innovative way. ICONMA invests in people and resources with a single goal: To provide our customers with the highest quality service in the most responsive manner. Through its network of offices, ICONMA provides the resources to help clients maintain their competitive advantage.

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