Trust Administrator

Manchester, NH

Due to the continued growth of their Trust Services Group, our client is seeking a full-time experienced Trust Administrator.   Reporting to a Trust Officer or Senior Trust Officer, the Trust Administrator works as an integral member of the Trust Services Group team.  The Trust Administrator is responsible for the day-to-day administration of trusts and acts on behalf of the Trust Officer, interacting frequently with team members on client management and service issues.

Responsibilities

  • Assist Trust Officers by engaging in all facets of administration for assigned trust relationships
  • Increasing client satisfaction through proactive account management
  • Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records.
  • Communicate with beneficiaries and co-trustees to outline administrative procedures
  • Opening and closing of trust accounts
  • Managing risk by monitoring trust activity and ensuring policy and procedures are followed
  • Respond to requests from beneficiaries for discretionary distributions
  • Perform additional special projects, as needed

Qualifications

  • Preferred 2-4 years trust administration experience
  • Works well independently and as part of a team
  • Ability to handle multiple competing priorities and organize tasks effectively
  • Strong interpersonal, communication (written and oral), organizational and analytical skills are essential
  • Interface with trust accounting system, workflow processes and trust operations
  • Excellent computer skills; proficiency with Microsoft Word and Excel

Compensation

The salary range for this position is $55,000 – $62,000.

 

 

Job Type: Full-time

Salary: $55,000 - $62,000

Date Active: 8.10.2023

Exempt/Not Exempt: Not Exempt

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