Employee Trust Administrator jobs in Massachusetts

Employee Trust Administrator administers employee benefit trust accounts. Maintains plan records and ensures compliance with federal regulations. Being an Employee Trust Administrator provides customers with objective financial advice and explains the details of their benefit trust plan. Assists with plan design and benefit distribution when necessary. Additionally, Employee Trust Administrator requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Employee Trust Administrator gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Employee Trust Administrator typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Senior Trust Administrator
  • Borchers Cusano Trust Law
  • Medfield, MA FULL_TIME
  • Northeast Private Trustees (NPT) (Medfield, MA) seeks a full-time Senior Trust Administrator with a focus on client service and trust administration. The Senior Trust Administrator's primary role is to manage trust relationships and administer client accounts. The position works across the firm and externally to ensure positive relationships and the security of clients' trust assets to achieve objectives specific to each trust and estate. The position is a dual role, also working as part of NPT's sister company, Borchers Cusano Trust Law, P.C. (BCTL) on related accounts.


    Position Reports to: NPT Trust Executives

    Position Supervises: NPT Trust Administrators


    Primary Responsibilities

    • Responsible for all aspects of account administration, including internal procedural compliance
    • Serve as the trust/custody relationship manager and primary point of contact with relevant parties
    • Process and oversee the establishment of new accounts
    • Work with investment advisors to establish and review investment objectives
    • Prepare account information for regular beneficiary reviews and committee presentations
    • Facilitate and oversee routine account transactions, monitoring, and maintenance
    • Ensure day-to-day fulfillment of client needs to enhance client satisfaction
    • Supervise firm's Trust Administrators and assign/manage appropriate workload
    • Identify and resolve problems in a timely manner to ensure client satisfaction and fiduciary oversight
    • Attend internal and external training on fiduciary related matters
    • Assist in the enhancement of firmwide processes to ensure compliance and administration standards
    • Network in the trust and estate professional community
    • Work with BCTL Estate Administration and other Departments to ensure seamless service across firms

    Professional Requirements

    • Bachelor's degree or equivalent experience in finance or business required
    • 3 years of client-facing experience at a trust, investment, or financial firm with emphasis on fiduciary relationships
    • Trust/fiduciary or financial certification preferred
    • Knowledge of legal and regulatory requirements for trusts and estates
    • Understanding of personal, charitable, and employee benefit trust documentation a plus
    • Ability to exercise independent judgment consistent with trust policies and procedures
    • Meticulous attention to detail
    • Experience in effectively managing the needs of a wide range of constituents in a fast-paced environment
    • Excellent interpersonal, written, and verbal communication skills
    • Ability to work independently with strong prioritization and organizational skills
    • Proficient in Microsoft Office applications
    • Ability to travel as needed to meet with clients or visit other offices

    Compensation: Anticipated salary of $70-$90k depending on qualifications and experience

    Benefits: Health, dental, PTO, Simple IRA matching, team-building activities, opportunities for prof. development

    Work Type: This role will be an in-office position with the option to work remotely on occasion

    Duration: Full-time, effective immediately on hire


    Application Procedure: Please submit cover letter and resume (PDF documents only)

    Application Deadline: Position will be open until filled

  • 3 Days Ago

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Administrator
  • Somerset NHS Foundation Trust
  • Taunton, MA FULL_TIME
  • Job summary The Child Neurodevelopmental Service is a newly established and developing team working across the beautiful County of Somerset. Main duties of the job You'll play a crucial role in ensuri...
  • 3 Days Ago

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Client administrator
  • Advisor Employee Services
  • Worcester, MA FULL_TIME
  • Client Service Administrator Our successful financial planning firm in Worcester, MA is seeking a strong Client Service Administrator whose primary focus is working with our clients and giving the bes...
  • 26 Days Ago

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Insurance Program Administrator
  • Rockland Trust
  • Rockland, MA FULL_TIME
  • Reporting directly to the Finance Department, the successful candidate will be responsible for coordinating insurance activities, analyzing insurance data, ensuring compliance with regulations, and fo...
  • 1 Day Ago

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Part-Time Administrator - HMP Chelmsford
  • The Forward Trust
  • Chelmsford, MA PART_TIME
  • Overview Are you looking to return to work, or start a career within Substance Misuse Service in a prison This role may be what you're looking for What you will be doing? The Administrator is responsi...
  • 12 Days Ago

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Part Time Administrator - HMP Chelmsford
  • The Forward Trust
  • Chelmsford, MA PART_TIME
  • Overview Are you looking to return to work or begin a new career within prison substance misuse This role may be just what you are looking for What you will be doing? The Administrator is responsible ...
  • 16 Days Ago

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Trust Administrator
  • Cypress HCM
  • Boston, MA
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 3/28/2024 12:00:00 AM

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Trust Officer
  • Balance Staffing Company
  • Fremont, CA
  • We have an immediate opening for a Senior Trust Officer in Fremont, CA. Position Overview Under the supervision of the V...
  • 3/27/2024 12:00:00 AM

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Trust Officer
  • Westport One
  • Mooresville, NC
  • Trust Officer My client is looking for an experienced trust officer that has administered trusts, worked directly with c...
  • 3/26/2024 12:00:00 AM

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Trust Administrative Officer
  • Sierra Executive Solutions Inc
  • Reno, NV
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
  • 3/26/2024 12:00:00 AM

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Trust Officer
  • Sepio Capital
  • Jackson, WY
  • Sepio Trust Company (“STC”), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced a...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • Bank of Clarke
  • Winchester, VA
  • Position Purpose Responsible for performing client service and administration for an assigned group of trust and investm...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • State Bank of Graymont
  • Pontiac, IL
  • Company Description State Bank of Graymont is a banking company based out of Graymont, IL with locations in Pontiac, Che...
  • 3/25/2024 12:00:00 AM

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Senior Trust Officer
  • San Pasqual Fiduciary Trust Company
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Senior Trust Of...
  • 3/24/2024 12:00:00 AM

Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River. Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$80,205 to $114,958

Employee Trust Administrator in Gainesville, FL
A successful candidate for this position would require a minimum of a Bachelor’s degree and 2-4 years experience as a trust benefits specialist or similar work experience in a related field and position.
January 29, 2020
Employee Trust Administrator in Benton Harbor, MI
The trust administrator is specifically charged with the responsibility for managing employee benefit trust accounts.
December 10, 2019
Employee Trust Administrator in Houston, TX
Other titled positions that may also be responsible for the administration of an employee trust fund could be trust administrator, employee relations manager, trust clerk, human resource specialist, benefits specialist and employee relations specialist.
January 07, 2020