What are the responsibilities and job description for the Trust Administrator position at Jasurda Search Group?
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
Salary : $100,000 - $130,000