Trust Administrator
Trust Administrator
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
JOB SUMMARY:
Were partnered with a growing midsized trust company providing wealth advisory and management services seeking to add a permanent Trust Administrator to their expanding team. The Trust Administrator will have responsibility for opening new accounts working with Account Managers to administer the accounts coordinating client transactional activity supporting the audit and exam processes overseeing the closing of accounts as well as providing administrative support to other Trust Administrators in these areas.
Whats in it for you:
- Competitive salary of $90000 $105000 depending on experience
- Hybrid flexibility after 6 months of employment (2 days remote)
- Medical dental and vision insurance with FSA/LSA
- 401(k) with 3% employer match and 5% discretionary profit sharing
- PTO/Sick/Holiday (4 weeks vacation 2 weeks sick 2 personal days 1012 federal holidays)
Responsibilities:
- Open and manage new trust retirement and investment accounts
- Review and process client transactions and disbursements
- Maintain accurate documentation and client files
- Support annual account reviews and committee meetings
- Handle account closures and asset distributions
- Complete required compliance and educational training
Qualifications:
- 7 years minimum of Trust Administration experience required
- Strong knowledge of Trust Laws and regulations
- Bachelors Degree or equivalent relevant experience
- Ability to seldomly travel to Boston MA (15 trips annually)
Qualified candidates should email their resume to and call 617.639.0906 for immediate consideration.
Employment Type
Full Time
