Trust Administration Assistant jobs in New Hampshire
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
Team Lead, Trust Administration
- Fidelity Personal Trust Company, FSB
-
, NH
FULL_TIME
- Job Description: The Role Due to our growth, Fidelity Personal Trust Company seeks a Team Lead, Trust Administration for our Merrimack, NH or Greenville, DE location! As an integral member of the Trust Administration group, this role provides daily oversight and direct management of 5 to 8 trust professionals. The Expertise and Skills You Bring Bachelor's Degree or equivalent with 12 years financial services experience MBA, JD, CTFA, CFP are a plus 5 years Trust Services background. Significant knowledge of trust and fiduciary products and services, income and principal accounting, personal and trust income taxation, estate tax, gift tax, GST tax, investments, trust and estate law, and estate planning and retirement planning. Leading, mentoring and developing a team of Senior Trust Officers, Trust Officers, and Associate Trust Officers with complex books of business consisting of trust accounts where FPTC serves as Trustee, Co-Trustee or Agent for Trustee for personal trust accounts. Excellent communication, presentation and client relationship management skills. Ability to convey complex information understandably. Adapts easily to a changing priority, balances multiple tasks, and prioritizes work to maintain efficiencies. Collaborates with team members to perform periodic reviews of client relationships for risk assessment, enhancement of services, and identification of new business opportunities. Partners closely with other Trust Team Leads for consistency across all trust administration, creating a climate of teamwork that recognizes the importance of cross-business collaboration, ensuring business and development goals are met. Works with Regional Trust Specialists, Vice President / Chief Fiduciary Officer, Fiduciary Officers, Trust Tax Group and other business partners to manage fiduciary risk and enforce, develop and implement policies and procedures for trust administration. Participates in decisions and provides guidance with respect to discretionary and non-discretionary distributions from trusts, including the review of requests for content and appropriate supporting documentation, review of powers to adjust or unitrust conversions, special investment requests, etc. The Team Fidelity Personal Trust Company, “FPTC” is a federally chartered trust company offering personal trust services to Fidelity’s high net worth customers in every state. The Team Lead provides leadership of a trust administration team to ensure accurate administration of FPTC’s trust business and reports to the Vice President, Trust Administration. The position interfaces directly with prospects, clients and advisors supporting FPTC’s high net worth clients, other Team Leads, Regional Trust Specialists, Fiduciary Officers, Tax Officers, Operations, Compliance and Legal. We take great pride in building strong and positive relationships with our customers, providing sound fiduciary guidance, and delivering an outstanding customer experience. Certifications: Category: Investment Operations At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 2 Months Ago
Administrative Assistant-Psychiatry Administration
- Dartmouth-Hitchcock Health
-
Lebanon, NH
FULL_TIME
- Overview Performs standard, advanced and confidential secretarial work. Composes and prepares correspondence, memos, reports, etc. Schedules and maintains calendar of appointments, meetings and travel...
- 10 Days Ago
Administrative Assistant Divisional Administration
- Dartmouth-Hitchcock Health
-
Concord, NH
FULL_TIME
- Overview Performs standard, advanced and confidential secretarial work. Composes and prepares correspondence, memos, reports, etc. Schedules and maintains calendar of appointments, meetings and travel...
- 13 Days Ago
Sales Administration Assistant
- Advanced Custom Cabinets
-
Brentwood, NH
PART_TIME,FULL_TIME
- This new position within our Cabinetry company is to assist in pricing and generating detail estimates working alongside the Design and Sales Manager. Individual must provide excellent customer servic...
- 4 Days Ago
Assistant Vice President of Finance and Administration
- Leddy Group
-
Henniker, NH
FULL_TIME
- Assistant VP of Finance Our client is seeking an Assistant VP of Finance for their team! The ideal candidate has at least five years of accounting and finance experience, strong leadership skills, and...
- 2 Months Ago
Nursing Assistant - Primary Care
- Veterans Health Administration
-
Littleton, NH
FULL_TIME
- The Nursing Assistant positions are within the Primary Care service line located at the White River Junction VA Medical Center and Community Based Outpatient Clinics (CBOCs) located at Vermont (Bennin...
- 1 Month Ago
Trust Administration Assistant jobs at Popular Companies
Administrative Support
- Manpower
-
Tulsa, OK
- As a Sales Support Administrative Assistant, you will be the backbone of various departments and teams, providing essent...
- 4/18/2024 12:00:00 AM
Administrative Assistant 2 (Environmental Administrative Support)
- State of Washington
-
Lakewood, WA
- Administrative Assistant 2 Environmental Section. Construction & Facilities Management Office (CFMO)Camp Murray, WA - Th...
- 4/17/2024 12:00:00 AM
Buyers' Clerical / Administrative Support
- EbLens
-
Torrington, CT
- **EbLens** **Buyers' Clerical / Administrative Support** **Corporate - Torrington, CT - Full Time** Buyers Clerical Admi...
- 4/16/2024 12:00:00 AM
Admin/Clerical - Administrative Assistant
- LanceSoft
-
Houston, TX
- Job Description: Title: Administrative Assistant Location: Jersey Village, TX Duration: 3 Months Shift: 1st Shift 08:00 ...
- 4/16/2024 12:00:00 AM
Receptionist / General Administrative Assistant
- First Industrial
-
Chicago, IL
- Job Description Job Description General Summary Receptionists are expected to have the phone line open and operating pro...
- 4/15/2024 12:00:00 AM
ADMINISTRATIVE ASSISTANT - SR. SECRETARY - Administrative Support
- Southwest Research Institute
-
San Antonio, TX
- Who We Are: The SwRI Machinery Department performs applied engineering research, development, and testing of machinery a...
- 4/14/2024 12:00:00 AM
Temporary Clerical & Administrative Support Opportunities
- California State University System
-
Fresno, CA
- Job Summary Fresno State is seeking dedicated individuals interested in Clerical and Administrative positions. The appoi...
- 4/14/2024 12:00:00 AM
Office Clerk/Administrative Assistant
- DION GENERATOR SOLUTIONS INC
-
Miami, FL
- Job Description Job Description Answer phones and route them accordingly Answer general inquiries from potential custome...
- 4/14/2024 12:00:00 AM
About New Hampshire
New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$46,944 to $59,840
Most Popular Cities in New Hampshire for Trust Administration Assistant Jobs
What does a Trust Administration Assistant do?
Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019