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Position Summary:
- Serve as primary point of contact for trust and fiduciary services to Fortune 500 institutional accounts.
- Lead onboarding, documentation, and client communication efforts.
Key Responsibilities:
- Nurture client relationships and ensure timely delivery of services.
- Direct Trust Administrators in processing stock trades, wire transfers, and reconciliations.
- Present annual account reviews and participate in internal planning meetings.
Qualifications:
- Bachelor’s degree and minimum five years of relevant experience.
- Strong MS Office skills; trust system experience preferred.
- Certified Employee Benefits Specialist (CEBS) or retirement industry certificates a plus.
Newport
Newport helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services. The company fosters a collaborative, idea-sharing environment with professional development and generous reward programs.