IL
Trust Relationship Officer
ICONMA, LLC
🇺🇸 United States
Hybrid
2 weeks ago
$35.08 – $39.62 / hour
- Risk Management
- KYC
- AML
2 weeks ago
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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
Trust Relationship Officer · ICONMA, LLC