Trust Administrator

Fidelity Investments • Merrimack, NH

10h • Hybrid

About The Position

Due to the continued growth of our business, Fidelity Personal Trust Company seeks a Trust Administrator! The Trust Administrator is an integral member of the Personal Trust Administration team which provides trust services to advisors on the Fidelity Institutional platform and individual trust clients across the U.S. The Trust Administrator handles the day-to-day administrative functions for trusts. The role works with and may act on behalf of the Trust Officer for matters relating to trust administration.

Requirements

• College Degree or equivalent work experience with 5 + years professional experience
• 2+ years of experience in trust administration
• Ability to prioritize work and escalate matters appropriately
• A positive demeanor and effective communication skills
• Curiosity and willingness to continue to learn about fiduciary matters, including obtaining CTFA designation
• Works well independently and as part of a team
• Accurately follows instructions and asks questions if needed
• Ability to collaborate both with business partners at all levels within the Fidelity organization and with team members and investment advisors to meet the financial needs of trust beneficiaries

Responsibilities

• Assisting Trust Officers by engaging in all facets of administration for assigned trust relationships
• Processing money movement and other administrative services
• Assisting with managing client expectations
• Collaborating with team members to meet the financial needs of trust beneficiaries
• Managing risk by monitoring trust activity and ensuring policy and procedures are followed
• Increasing client satisfaction through accurate and proactive account management

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees