Private Wealth Administrator

Private Wealth Administrator

As a Private Wealth Administrator, you will be responsible for partnering with Private Wealth Managers to provide administrative and transaction support for trust and wealth accounts for high-net worth individuals, families, and foundations. This role includes direct client interaction through the handling of client phone and email requests as well as the related transaction processing associated with such requests. In addition to helping the Private Wealth Manager's book of accounts, this position serves as the primary point of contact for a book of traditional trust accounts and those underlying beneficiary relationships.

Support the Private Wealth Manager team by facilitating onboarding and ongoing administration of trust and wealth client relationships, ensuring high-quality service, strong fiduciary oversight, and a seamless client experience.

• Support onboarding and administration of trust and wealth accounts, including cash activity (deposits, disbursements), account maintenance, discretionary distributions, trust terminations, and estate settlement
• Serve as primary contact for beneficiaries within Life Bridge and Retire Guard programs
• Proactively monitor accounts (cash levels, overdrafts, recurring activity) and ensure accurate, compliant handling of fiduciary responsibilities
• Respond to client and financial professional inquiries; analyze needs and deliver solutions using product, fiduciary, and internal resource expertise
• Partner with Private Wealth Managers in client and advisor meetings; support follow-up actions and deliverables
• Collaborate across the Concierge Team to share best practices, provide coverage, and identify process improvements
• Consult with internal committees (Trust Administration, Investment, Risk) to ensure adherence to policies, guidelines, and regulations
• Uphold fiduciary standards by acting in the best interest of clients at all times
• Contribute to team huddles and continuous improvement efforts by sharing insights, trends, and service opportunities

• Bachelor's degree or 5+ years of customer service, trust administration, and/or relationship management experience
• 3+ years of customer service, trust administration, and/or relationship management experience
• 1+ years' experience with Microsoft Office suite (e.g., Word, Excel, Teams, PowerPoint, Outlook)
• Candidates must be able to pass a non-registered fingerprinted background check to qualify as a fingerprinted person under FINRA.

• Successful completion of Cannon Trust School Level 1 (or willingness to pursue advanced trust education/certifications)
• Familiarity with the financial services industry, including corporate trusts, trust accounting principles, estate settlement, and private banking products/services
• Experience with broker/dealers, RIAs, and trust accounting platforms
• Strong interpersonal, written, and verbal communication skills; ability to confidently facilitate meetings, trainings, and presentations
• Highly organized with the ability to continuously reprioritize in a fast-paced, evolving environment
• Strong problem-solving skills, attention to detail, and drive for results with a high sense of urgency
• Demonstrated ability to work independently while collaborating effectively with cross-functional teams; adaptable to changing business needs
• High energy, accountability, and ownership mindset
• Understanding of Mass Mutual's Financial Network
• Proficiency with AI tools (e.g., Copilot)

• Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
• A collaborative environment where perspectives are welcomed
• Access to learning, development, and internal networks that support continuous growth and skill-building over time
• Employee-led communities and forums that foster connection, learning, and inclusion across the organization
• A culture grounded in integrity, responsibility, and stewardship supported by a company with a strong legacy and a future-focused mindset

Salary Range: $67,400-$88,400

At Mass Mutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Mass Mutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.