Trust Manager/Associate
Core
Manage client trust accounts, ensure compliance, and coordinate with investment, tax, property, and legal specialists to deliver efficient wealth management services.
Role type
Trust Manager / Trust Associate
Builds
Client trust accounts and compliance reporting
Domain
Financial services / Trust administration
Deliverable
client delivery
Required skills
Trustee experience, financial services knowledge, legal background, account administration, compliance management, relationship building
Preferred skills
Law, finance, or accounting background
Technologies
Workday
Responsibilities
Serve as main point of contact for clients, administer trust accounts, manage compliance guidelines, coordinate with cross-functional specialists, improve client experience
Seniority
Mid-level (3+ years experience required)
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