Trust Clerk jobs in New Hampshire
Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Recently Added Trust Clerk 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...
- 12 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...
- 7 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...
- 11 Days Ago
Senior Universal Banker/Senior Client Advisor
- Cambridge Trust Company
-
Stratham, NH
FULL_TIME
- $2,000 Sign On Bonus! Limited Saturday Hours Summary: Supports the Stratham, New Hampshire in proactively developing new business opportunities and deepening relationships with existing clients in ord...
- 7 Days Ago
Technical Data Specialist
- NH Children's Trust
-
Concord, NH
FULL_TIME
- Summary ABOUT THE NEW HAMPSHIRE CHILDREN’S TRUST New Hampshire Children’s Trust (NHCT) is the Governor-designated statewide child abuse prevention agency, the New Hampshire Chapter of Prevent Child Ab...
- 8 Days Ago
Trust Clerk jobs at Popular Companies
Administrative Support Clerk
- Universal Logistics Holdings, Inc.
-
Warren, MI
- Universal Logistics Holdings is a full-service provider of customized transportation and logistics solutions. For over 9...
- 4/26/2024 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 ...
- 4/26/2024 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...
- 4/25/2024 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...
- 4/24/2024 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...
- 4/24/2024 12:00:00 AM
Administrative Support
- Absolute Dental Services Inc
-
Durham, NC
- Job Description Job Description Full time opening is available on our Administrative Customer Service team to join a sta...
- 4/22/2024 12:00:00 AM
Administrative Support
- Russell Tobin
-
Tempe, AZ
- Administrative Support (contract to hire in Tempe, AZ) Pay Range: $20-23/hour depending on experience Contract to hire -...
- 4/22/2024 12:00:00 AM
Administrative Support Worker
- CAI
-
Tallahassee, FL
- Administrative Support Worker Req number: R2232 Employment type: Full time Worksite flexibility: Onsite Job Summary We a...
- 4/8/2024 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 Clerk jobs
$36,677 to $43,784
Most Popular Cities in New Hampshire for Trust Clerk Jobs
What does a Trust Clerk do?
Trust Clerk in Flagstaff, AZ
We’ve got a lot of changes to make in the circuit clerk’s office.”.
January 28, 2020
Trust Clerk in Juneau, AK
See the Future Outlook and Educational Requirements for "TRUST-VAULT CLERK".
January 29, 2020
Trust Clerk in Mcallen, TX
In The Clarence Thomas Takeover, a comprehensive and well-argued Slate piece (that’s being gleefully circulated among Thomas clerks right now), Lithwick and Stern make a strong case for the dominance of the CT clerk mafia.
February 12, 2020