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Senior Trust Associate

Mindlance | Brooklyn, United States | Posted June 07, 2026

Position Overview


Must have Banking Experience, if they do not have do not submit.

The Senior Trust Associate (TA) is accountable for assisting a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as needed within the Institutional Advisors team. The TA will administer an IA book of institutional relationships with emphasis on client service and daily administrative duties. The TA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related improvements, while supporting SIA/RMs in retaining clients and identifying areas to improve existing relationships and processes. The TA is the first point of contact with institutional clients’ front office staff, or backup to an SIA/RM for all servicing needs and inquiries, including actual transaction execution and processing. The TA may independently ensure that client inquiries are resolved in a timely manner and is comfortably, accurately, and appropr...

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