Trust Administrator

Jasurda Group•Salem, NH

8d•Hybrid

About The Position

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. 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.

Requirements

Bachelor's degree in a related field
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

Nice To Haves

CTFA designation preferred

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