Trust Administrator

Location:Consideration in Concord or Keene, New Hampshire

FLSA:Non-Exempt, Non Management Staff Administrative Support

Salary:Negotiable based on level of experience between $27.00 - $32.00 per hour

Join our wealth management team as a Trust Administrator, where you will support trust and fiduciary accounts while providing exceptional client service. This is an excellent opportunity for a detail-oriented professional who thrives in collaborative, Client-focused environment and enjoys account administration and relationship support.

We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, professional development and the opportunity to work with a great team!

In this role, you will support the day-to-day administration of trust relationships, respond to client service needs, and ensure account activity is handled accurately and in accordance with governing documents, regulatory requirements, and internal policies. The ideal candidate is highly organized, responsive, and able to manage confidential financial information with professionalism and discretion.

• Support the administration of trust and fiduciary accounts accordance with governing documents and internal procedures
• Respond to client service requests and account-related inquiries
• Coordinate distributions, transfers, account reviews, and related documentation accurately and on time
• Prepare client materials and support ongoing advisor and client relationships
• Monitor account activity, maintain accurate records, and assist with compliance and audit reviews
• Partner with advisors and internal team members to deliver a high-quality client experience

Bachelor’s degree in Finance, Financial Planning, Investments, or a related field preferred. Two or more years of experience in trust administration, fiduciary services, wealth management, or investment administration preferred. Consideration will be given to those with relevant experience in lieu of educational requirements.

The successful candidate will bring strong communication skills, attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment. Experience supporting clients, financial accounts, and sensitive documentation is highly valued.

We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve! We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!

We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.