Trust Administrator
Company Overview
A New Hampshire-chartered private trust company managing complex wealth for high-net-worth families and individuals. Boutique feel with institutional discipline. Every client is known by name, not account number.
Job Overview
This is a key operational role supporting trust account administration from open to close. You'll partner closely with Account Managers to serve as the connective tissue between clients, internal teams, and outside parties - ensuring accuracy, compliance, and a seamless client experience throughout the life of every account.
Location: Salem, NH (Hybrid for NH residents only. Otherwise, fully onsite)
Responsibilities
· Oversee new account openings, review trust instruments, and verify system records for accuracy
· Partner with Account Managers to administer key account events: gifts, charitable contributions, estate transfers, UPIA elections, share splits, and more
· Review and approve client disbursements, including utilities, taxes, insurance, and personal expenses
· Maintain account documentation and electronic communications in the firm's document management system
· Conduct annual administrative reviews for compliance with trust terms and regulatory requirements; track beneficiary milestones and termination dates
· Lead account closings and final asset distributions, including termination schedules, fee calculations, and outside Trustee coordination
· Act as point person on special administration projects across internal departments
· Support the Director of Operations in driving departmental growth and firm-wide initiatives
Qualifications
· Bachelor's degree in a related field; CTFA designation preferred
· 5+ years of trust administration experience with knowledge of trusts, estates, fiduciary, and individual tax requirements
· Experience with trust accounting systems and custodial platforms strongly preferred
· Strong organizational skills and ability to manage competing priorities in a fast-paced environment
· Excellent written and verbal communication skills
What We Offer
· Salary of $100,000 - $130,000 based on experience/qualifications
· Medical, Dental, Vision, FSA, and LSA
· 401(k) contribution + discretionary profit sharing after 1 year
· Employee Bonus Program
· 4 Weeks' Vacation, + PTO + Sick Time + Holidays
· Hybrid flexibility up to 2 days WFH
#INDP
Pay: $100,000.00 - $130,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Life insurance
Work Location: In person
