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Trust Officer
Job in
Manchester, Hillsborough County, New Hampshire, 03103, USA
Listed on 2026-02-24
Listing for:
JW Michaels & Co.
Full Time
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Consultant -
Law/Legal
Job Description & How to Apply Below
- Working closely with the external Financial Advisor, develop strong relationships with clients, co-trustees, and other professionals involved in each trust, while maintaining an understanding of the terms of the trust and the dynamics of various trust relationships.
- Maintain ongoing communication with trust beneficiaries, co-trustees and other fiduciaries in connection with trust matters, including discretionary distribution requests, taxes and trust accountings.
- Counsel trust beneficiaries with respect to trust distributions and draft and present formal discretionary distribution requests at monthly Trust Committee meetings.
- Maintain appropriate documentation in connection with illiquid trust assets, including real estate, promissory notes, LLCs and LPs.
- Coordinate annual administrative reviews in accordance with company policy and maintain appropriate documentation in trust files.
- Work closely with clients’ estate planning attorneys and in-house trust counsel on trust decantings, migrations, and non-judicial settlement agreements.
- In conjunction with the Client Associate, oversee all aspects of trust account administration.
- Work with the Tax Department to facilitate the annual preparation of fiduciary and personal income tax returns.
- Leverage relationships with existing clients, outside network of professionals, and personal contacts to generate activity to achieve new business goals.
- Contribute to FTCNE’s marketing efforts by networking with potential referral sources and actively maintaining a presence in the local community.
- Maintain and enhance substantive knowledge of New Hampshire trust law through ongoing professional education and participation in professional associations and contribute as a “thought leader” within Fiduciary and externally.
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