Trust Administrator

Jasurda Group • Salem, NH

4d • Hybrid

About The Position

A well-established, privately held trust company providing wealth advisory and trust administration services to families and individuals across the region. They are known for precision, discretion, and long-term client relationships built on trust and expertise. Our client is a well-established, privately held trust company providing wealth advisory and trust administration services to families and individuals across the region. It's a small, tight-knit team where every person's contribution matters and client relationships are built on precision, discretion, and trust. This role suits someone self-sufficient, curious, and comfortable wearing multiple hats in a small office setting. This is a chance to step into an active, high-priority search and make an immediate impact.

Requirements

• Bachelor's degree in a related field
• 6+ years of trust administration experience, including working knowledge of trusts, estates, and fiduciary/individual tax matters
• Self-starter who can problem-solve independently and adapt to the pace of a small organization
• Experience with trust accounting systems and custodial platforms preferred

Nice To Haves

• Certified Trust and Fiduciary Advisor designation strongly preferred

Responsibilities

• Oversee new account openings, review trust instruments, and resolve questions with Account Managers
• Administer a portfolio mix of IRAs, revocable and irrevocable trusts, and unitrusts
• Verify system records for accuracy following account setup
• Maintain account documentation and communications in the firm's document management system
• Administer key account events including gifts, charitable contributions, estate transfers, UPIA elections, and share splits
• Serve as point person on special administration projects, coordinating across internal departments
• Review and approve client disbursements (utilities, taxes, insurance, personal expenses)
• Conduct annual administrative reviews for compliance and track key milestones (beneficiary age thresholds, termination dates)
• Oversee account closings and asset distributions, including termination schedules, final fee calculations, and outside Trustee confirmations

Benefits

• Medical, dental, vision insurance
• FSA
• LSA
• 3% 401k contribution
• Discretionary 5% profit sharing after year one
• 4 weeks of accrued vacation + sick time + holidays
• $150/monthly stipend for MA residents

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level