Trust Officer

Overview

This Trust Officer role administers an assigned portfolio of trust accounts and provides responsive, personalized service to clients, beneficiaries, financial advisors, and other interested parties. The position collaborates with trust administration, operations, compliance, tax, new business, attorneys, investment advisors, and other service providers to ensure accounts are administered in accordance with governing documents, company policies, fiduciary standards, and applicable laws and regulations.

Success is measured by accurate and efficient trust administration, exceptional client service, strong advisor relationships, and the ability to help clients understand the value of the trust relationship and the services provided.

Responsibilities

• Develop and maintain professional relationships with clients, beneficiaries, and financial advisors to support responsive, personalized service.
• Administer assigned trust accounts in accordance with governing documents, fiduciary principles, company policies, and applicable state and federal laws.
• Process and review trust distributions, account activity, annual reviews, and other trust administration matters for accuracy and timely completion.
• Support onboarding of new trust accounts by gathering documentation, conducting account reviews, and coordinating account setup.
• Assist with new business opportunities by reviewing account information and participating in prospective client and financial advisor meetings as needed.
• Partner with trust administration, operations, compliance, tax, and new business teams to provide a seamless client experience.
• Monitor account activity to identify potential issues, determine when additional review is needed, and escalate concerns appropriately.
• Coordinate with tax professionals, investment advisors, attorneys, and other service providers involved in trust administration.
• Maintain complete and accurate account records and documentation in accordance with company policies and regulatory requirements.

Requirements

• Bachelor’s degree.
• 3-6 years of relevant experience in trust administration, estate administration, wealth management, private banking, or a related fiduciary role.
• Demonstrated understanding of fiduciary account administration and applicable trust operations.
• Ability to independently administer routine trust relationships while seeking guidance on more complex matters.

Preferred Qualifications

• Certified Trust and Fiduciary Advisor (CTFA) designation OR equivalent combination of experience and education in lieu of above.
• Working knowledge of trust administration principles, fiduciary responsibilities, trust structures, common fiduciary administration issues, and applicable laws and regulations.
• Demonstrated understanding of fiduciary account administration and trust operations.
• Ability to independently administer routine trust relationships and seek guidance on complex matters.
• Strong organization, attention to detail, analytical judgment, problem solving, and client service.
• Ability to identify and escalate risk.
• Proficiency with Microsoft Excel, Word, Outlook, and SharePoint.
• Familiarity with trust accounting and reporting systems such as SEI SWP, SAP Business Objects, or similar platforms.

Compensation & Benefits

• Base salary range (New Hampshire): $110,000–$145,000, plus a competitive performance-based bonus.
• Base salary depends on skill set, years and depth of experience, certifications, and location. Salary range may also differ due to geography and cost of labor considerations.
• Full-time benefits package includes:
  • Inclusive health, dental, vision, and life insurance plans
  • Mental health benefits
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
  • 401(k) savings plan with a generous company contribution (up to 5%)
  • Paid parental leave (birth, adoption, and fostering)
  • Health Savings and Flexible Spending Account options
  • Employee Assistance Program (EAP)
  • LifeLock and pet insurance
  • Paid caregiver leave
  • Additional voluntary benefits (including identity theft protection and other voluntary offerings)

Location

• 100% remote work eligible; proximity to an office is preferred.
• Travel: up to 5%.

Additional Information

• This role is managed directly by the organization’s Talent Acquisition team.