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Trust Associate (Corporate Trust)

Company: The Judge Group
Location: New York
Posted on: August 7, 2022

Job Description:

Location: New York City, NY Description: Our well-established financial client is currently seeking a Trust Associate (Corporate Trust) for a Hybrid position in New York, NY! The Corporate Trust Administrator role is critical in providing top quality service to clients and for complete administration of assigned corporate trust and/or agency accounts. Responsibilities:

  • This individual must be able to prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts.
  • Tasked with ensuring compliance and customer satisfaction to the highest standards of the bank.
  • The Trust Administrator (TA) reports directly to the Relationship Manager. The position requires a responsible individual to perform ongoing administrative activities.
  • Under the guidance of the Relationship Manager and Team Leader, the TA will be responsible for much of the day to day administration of the portfolio, involving funds transfer, trade clearance, compliance monitoring and client service and communication. Escalation is also required when a matter is discovered to be incorrect. Qualifications:
    • Previous experience in Financial Services preferred.
    • BA/BS degree in finance or related field preferred.
    • Experience in MS Office applications, such as Word, Excel, etc. Detail-oriented with ability to prioritize and organize workflow.
    • Ability to acquire a working knowledge of the portfolio of accounts by working closely with the Relationship Manager.
    • Ability to interface with his/her Relationship Manager and Team Leader to ensure compliance both with governing documents and bank policies, and to ensure client satisfaction.
    • 3-5 years of experience, attention to detail and familiarity with numbers.
      Contact: This job and many more are available through The Judge Group. Find us on the web at

Keywords: The Judge Group, New York , Trust Associate (Corporate Trust), Other , New York, New York

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