Trust Administrator
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Office
Location: Merrimack • New Hampshire • United States
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About the role
- Assisting Trust Officers by engaging in all facets of administration for assigned trust relationships
- Processing money movement and other administrative services
- Assisting with managing client expectations
- Collaborating with team members to meet the financial needs of trust beneficiaries
- Managing risk by monitoring trust activity and ensuring policy and procedures are followed
- Increasing client satisfaction through accurate and proactive account management
Requirements
- College Degree or equivalent work experience
- 5+ years professional experience
- 2+ years of experience in trust administration
- Ability to prioritize work and escalate matters appropriately
- Positive demeanor and effective communication skills
- Curiosity and willingness to continue to learn about fiduciary matters, including obtaining CTFA designation
- Works well independently and as part of a team
- Ability to collaborate both with business partners at all levels within the Fidelity organization and with team members and investment advisors
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Flexible working arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
trust administrationmoney movementaccount management
Soft Skills
effective communicationcuriosityteam collaborationclient satisfactionrisk managementprioritizationescalation
Certifications
CTFA designation