Trust Administrtor

A wealth management and trust services firm is seeking a Trust Administrator to join their team in Salem, NH. This position will support trust account administration, client service, and account management activities while partnering closely with Account Managers and internal departments.

$100K–$130K

This is a full-time position. The role is hybrid for New Hampshire residents and 100% onsite for candidates living outside of New Hampshire.

Job Description

• Oversee new account openings, funding, distributions, and account closings
• Review trust documents and maintain accurate account records
• Partner with Account Managers to administer account events and client requests
• Review and approve client disbursements and coordinate special administration projects
• Conduct annual administrative reviews and monitor account milestones
• Support the Director of Operations and Administration with departmental initiatives
  
  

Job Requirements

• Bachelor's degree in a related field
• 5 years of trust administration experience
• Knowledge of trusts, estates, fiduciary, and individual tax requirements
• Certified Trust and Fiduciary Advisor (CTFA) preferred
• Experience with trust accounting systems and custodial platforms preferred
• Strong leadership, organizational, and communication skills
  
  

All interested and qualified candidates, please send a resume to Owen Borek – oborek@kbwfinancial.com

KBW789