Trust Administrator jobs in Fairfield, CT

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

D
Trust Paralegal
  • Dalio Family Office
  • Westport, CT FULL_TIME
  •  

    ​Trust Paralegal 

    Dalio Family Office 

    Dalio Family Office Overview: 

    The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with satellite offices in New York City, Singapore, and Abu Dhabi.

     

    Trust Pillar Overview 

    The DFO’s “Trust Pillar” is the department that supports the trustees in their decision-making and delegations, ensuring adequate information, compliance and record-keeping, and with their adherence to best practices for investment and asset oversight, as well as relationship management with beneficiaries and co-fiduciaries.  The trustees manage a multitude of trusts and related entities, with substantial holdings and complex structures. 

    Position Summary:  

    The primary responsibility for Paralegal to the Trust Pillar is to support the trustees with their decisions pertaining to investments, asset custody and service agreements, and loans, primarily, and distributions and administration, secondarily.  This will require close partnership with the Senior Trust Advisor (experienced attorney responsible for trust compliance, etc.) and with members (paralegals and professionals) in the legal and investment departments.  Secondarily, this paralegal is empowered to hold colleagues in the Trust Pillar accountable to the highest standards of best practices. 

    Day-to-day responsibilities would include a combination of the following: 

    • Primary: receiving and refining requests for trustee approval 
    • Primary: proactively ensuring decision contingencies (e.g., reporting requirements, information follow ups, rationales of decisions) are addressed satisfactorily, current and well recorded 
    • Primary: proactively identify and propose opportunities for more efficient delegation to the investment, legal and/or accounting departments of the DFO 
    • Primary: assist in coordinating the preparation and execution of legal documentation relating to the trusts and trust assets 
    • Secondary: proactively suggest improvements to Trust Pillar processes and procedures, plus opportunities to ensure co-fiduciaries, beneficiaries and colleagues in other pillars are familiar with how to engage effectively and efficiently with the Trust Pillar 
    • Secondary: provide back-up support to the legal and investment departments on their projects, including such tasks as are reflected in the appendix 

     

    Apply for this role if you are: 

    • A quick study and systematic thinker who enjoys driving towards efficiencies without compromising quality  
    • Superiorly organized with a mindset for organization and have a tremendous attention to detail 
    • An excellent written and verbal communicator with the ability to interface with a wide range of priorities, expectations, and abilities 
    • Of high integrity and embody values of transparency, honesty, and a strong ethical orientation 
    • Able to spot quickly issues that may conflict with trust terms or policies. 
    • Able to respect privacy, maintain confidentiality, and always exercise discretion 
    • A strong intellectual thinker with high emotional intelligence, creativity, analytical skills, and judgment 
    • Able to manage multiple projects, prioritize, and deliver highquality work in a fast-paced environment where excellence is expected 
    • Open to feedback and possess a growth mindset 

     

    Qualifications: 

    • A Bachelor’s degree at an accredited higher education institution or equivalent practical experience  
    • At least five years of relevant work experience with proven track record as a paralegal or equivalent experience, with strong experience understanding contracts and/or investment documents of various types, including organizing and maintaining complex and wide-ranging documents and data 
    • Strong skills in Word; Excel; PowerPoint; MS Outlook (mail, calendar, contacts); Adobe; and cloud-based file systems, open to learning new systems and tools 
    • Strong preference for someone with experience in Trust or Estate administration 

     

    Why Should You Apply? 

    • Join a great team implementing extraordinary benefit offerings
    • 100% company paid medical premiums
    • 17 company paid holidays
    • Friday summer hours
    • Monthly community happy hours
    • Hybrid work environment (9 days in office per month)
    • Free catered food services for in-office days
    • Generous PTO offering
    • Casual dress code
    • 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
    • Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

     

     

    Compensation: 

    Compensation for the role includes a competitive salary in the range from $120,000 - $180,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.  

     

    Please note that we do provide sponsorship for this position. 

    At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability. 

     

    Appendix - back-up responsibilities in the legal or investment departments might include: 

    • Creating, filing, and tracking organizational documents and required corporate filings in multiple jurisdictions, maintaining entities in good standing, maintaining entity files, board books and other corporate formalities, and being the DFO point person to third party providers in this area 
    • Creating and managing a corporate governance calendar to help manage the multiple boards running our various initiatives 
    • Maintaining board books for select entities 
    • Maintaining and updating a master entity chart and entity structure charts 
    • Transaction support, including management of transaction checklists; closings, transaction summaries; signature pages; collation, filing and circulation of documents to appropriate parties and repositories 
    • Managing the execution, filing and recall of all contracts as well as preparation of certain contracts such as nondisclosure and vendor agreements 
    • Managing permanent legal files, deeds, certificates, and the like. 
    • Responding to archival requests and requests for legal documents and information both internally and externally 
    • Managing outside legal resources: maintaining a knowledge database of counsel, specialties, references, and evaluations; being a liaison to outside counsel, handling billing and validation as appropriate 
    • Maintaining a database for and handling all KYC requests in connection with investments and account openings; opening new bank/financial accounts and maintaining a banking information repository  
    • Opening new bank/financial accounts and maintaining bank account repository database 
    • Applying for EINs and maintaining EIN information for entities 
    • Assisting with FATCA/CRS reporting and compliance 
    • Assisting with the completion of subscription documents for investments 
    • Assisting with ethics and compliance programs 
    • Assisting with the preparation and maintenance of legal training programs delivered across the organization 
    • Assisting with organization-wide communications, such as litigation holds and terminations 
    • Serving as the legal team’s knowledge management guru and holding the larger organization members accountable for maintaining organized electronic files and tracking systems.   
    • Anticipating upcoming events and cyclical responsibilities in the foregoing spheres 
    • Performing legal research 
    • Enthusiastically take on other assignments, as needed, to support the team and Family Office 

     

  • 1 Month Ago

B
Real Estate Development Manager
  • Bridgeport Neighborhood Trust
  • Bridgeport, CT FULL_TIME
  • SUMMARY The Real Estate Development Manager is a member of the BNT team, supporting the achievement of the mission: To end housing insecurity, income inequality, and homelessness by creating safe, aff...
  • 3 Days Ago

C
Executive Administrator
  • Creative Financial Staffing
  • Southport, CT FULL_TIME
  • Executive Administratorexecutive administrator executive administrator executive administrator executive administrator executive administrator executive administrator executive administrator executive...
  • Just Posted

F
Branch Administrator
  • Foundation Building Materials
  • Bridgeport, CT FULL_TIME
  • Foundation Building Materials (FBM) is a leading North American distributor of building materials focused on meeting and exceeding the needs of local construction trades with best-in-class products an...
  • Just Posted

S
Database Administrator
  • Sacred Heart University
  • Fairfield, CT FULL_TIME
  • About Sacred Heart University: As the second-largest independent Catholic university in New England, and one of the fastest-growing private doctoral institutions in the U.S., Sacred Heart University i...
  • 1 Day Ago

C
OnBase Administrator
  • capgemini
  • Shelton, CT FULL_TIME
  • JOB DESCRIPTION Role - OnBase AdministratorExpectations from the role is to have hands on experience on below features.OnBase Configuration:Understand the fundamentals of configuring and customizing t...
  • 2 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Trust Administrator jobs found in Fairfield, CT area

C
Cyber Security Distinguished Engineer- Cryptography (Remote Eligible)
  • Capital One
  • Ronkonkoma, NY
  • West Creek 5 (12075), United States of America, Richmond, Virginia Cyber Security Distinguished Engineer- Cryptography (...
  • 3/28/2024 12:00:00 AM

S
Residential Arborist - Account Manager
  • SavATree
  • Norwalk, CT
  • About SavATree SavATree was created 45 years ago with a singular purpose to save huge populations of trees threatened by...
  • 3/26/2024 12:00:00 AM

C
Director, International Risk Management
  • Capital One
  • New Haven, CT
  • West Creek 4 (12074), United States of America, Richmond, Virginia Director, International Risk Management Capital One i...
  • 3/26/2024 12:00:00 AM

P
VP, Commercial Finance
  • Palm Bay International
  • Port Washington, NY
  • If interested in this opportunity, please complete our brief survey by copying and pasting the link below into your web ...
  • 3/25/2024 12:00:00 AM

G
Manager of Merchandise Analytics & Strategic Pricing
  • Global Industrial Company
  • Port Washington, NY
  • •Responsible for the collection, analysis, and reporting of key Merchandising KPI’s- Category/Product sales, margin and ...
  • 3/25/2024 12:00:00 AM

P
Legal Assistant / Paralegal
  • Phaxis
  • Manhasset, NY
  • Elder Law/Trusts and Estates Paralegal 5 years' experience Experience with Medicaid applications, preparing probate docu...
  • 3/25/2024 12:00:00 AM

N
Audit Director
  • Nesco Resource
  • Bohemia, NY
  • AUDIT DIRECTOR/HYBRID/$150k - $170k Embark on an exhilarating journey as the Internal Audit Director at one of Long Isla...
  • 3/25/2024 12:00:00 AM

P
Estate & Trusts Litigation Attorney
  • Project Recruit
  • Garden City, NY
  • Project Recruit is excited to announce its partnership with a boutique law firm in Garden City, NY, offering a promising...
  • 3/24/2024 12:00:00 AM

The town is on the shore of Long Island Sound. According to the United States Census Bureau, the town has a total area of 31.3 square miles (81 km2), of which 30.0 square miles (78 km2) is land and 3.4 square kilometres (1.3 sq mi), or 4.15%, is water. The Mill River, the waters of which feed Lake Mohegan, flows through the town. Fairfield consists of many neighborhoods. The best known are wealthy Southport, where General Electric Chief Executive Officer Jack Welch lived for many years, and Greenfield Hill, with its large areas, famous dogwood trees, and picturesque green with its white-spi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$70,368 to $89,912
Fairfield, Connecticut area prices
were up 1.7% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020