Trust Administrator jobs in New Hampshire
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)
Recently Added Trust Administrator 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
Trust Officer
- Raymond James Financial, Inc.
-
Portsmouth, NH
FULL_TIME
- Trust Officer-2401262 Description Job Summary: Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training and/or certification to administer...
- 10 Days Ago
Employment Coach - HMP Highpoint
- The Forward Trust
-
Newmarket, NH
OTHER
- Overview Prison Employment Coach/ IAG Adviser HMP High Point (Suffolk) Starting Salary: £23K - £26K (depending on experience) The Forward Trust is a fast growing Matrix Standard accredited, Informatio...
- 5 Days Ago
Trust and Probate Attorney
- Jobot
-
Concord, NH
FULL_TIME
- Boutique firm providing legal services to modify estate plans and to help families with trust administration as needed. This Jobot Job is hosted by: Mallory Calloway Are you a fit? Easy Apply now by c...
- 9 Days Ago
Administrator
- American Medical Associates
-
Derry, NH
FULL_TIME
- A skilled nursing facility located in Derry, NH is currently seeking an experienced Administrator. Responsibilities of the Administrator : Monitor and maintain compliance with federal and state regula...
- 9 Days Ago
Administrator
- American Medical Associates
-
Jaffrey, NH
FULL_TIME
- Administrator - located in Jaffrey, NH Salary: $120K range; based on experience Responsibilities of the Administrator - Nursing Home: Monitor and maintain compliance with federal and state regulations...
- 2 Months Ago
Trust Administrator jobs at Popular Companies
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...
- 4/23/2024 12:00:00 AM
Trust Administrator
- Wsfs Bank
-
Berwyn, PA
- Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their finan...
- 4/23/2024 12:00:00 AM
Trust Administrative Associate
- First Community Trust, N.A.
-
Dubuque, IA
- Why First Community Trust? We truly believe that people matter. From our clients to our employees, our goal is to make s...
- 4/23/2024 12:00:00 AM
Trust Administrator
- Osaic
-
Las Vegas, NV
- Premier Trust Opportunity in Financial Services Trust Administrator II Location: 4465 South Jones Boulevard, Las Vegas, ...
- 4/21/2024 12:00:00 AM
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 ...
- 4/21/2024 12:00:00 AM
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...
- 4/20/2024 12:00:00 AM
Trust Administrator
- Osaic
-
Las Vegas, NV
- Premier Trust Opportunity in Financial Services Trust Administrator II Location: 4465 South Jones Boulevard, Las Vegas, ...
- 4/20/2024 12:00:00 AM
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 ...
- 4/20/2024 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 Administrator jobs
$63,018 to $80,526
Most Popular Cities in New Hampshire for Trust Administrator Jobs
What does a Trust Administrator do?
Trust Administrator in Nashville, TN
If you have any questions, you should call the estate attorney who set up the trust for them.
December 03, 2019
Trust Administrator in Cleveland, OH
Becoming the family trust administrator is a big responsibility during a stressful time.
December 25, 2019
Trust Administrator in Shreveport, LA
Is contingent as of the time of allowance or disallowance." The Trust Administrator's disallowance theory is based upon the manner in which CNA calculates the total premium owed under its retrospective rating formula.
December 29, 2019