Trust Administrator-1

New Hampshire Mutual Bancorp•Keene, NH

4d•$27 - $32•Onsite

About The Position

Join our wealth management team as a Trust Administrator, where you will support trust and fiduciary accounts while providing exceptional client service. This is an excellent opportunity for a detail-oriented professional who thrives in collaborative, Client-focused environment and enjoys account administration and relationship support. In this role, you will support the day-to-day administration of trust relationships, respond to client service needs, and ensure account activity is handled accurately and in accordance with governing documents, regulatory requirements, and internal policies. The ideal candidate is highly organized, responsive, and able to manage confidential financial information with professionalism and discretion.

Requirements

Bachelor’s degree in Finance, Financial Planning, Investments, or a related field preferred.
Two or more years of experience in trust administration, fiduciary services, wealth management, or investment administration preferred.
Consideration will be given to those with relevant experience in lieu of educational requirements.

Nice To Haves

strong communication skills
attention to detail
sound judgment
ability to manage multiple priorities in a fast-paced environment
Experience supporting clients, financial accounts, and sensitive documentation is highly valued.

Responsibilities

Support the administration of trust and fiduciary accounts accordance with governing documents and internal procedures
Respond to client service requests and account-related inquiries
Coordinate distributions, transfers, account reviews, and related documentation accurately and on time
Prepare client materials and support ongoing advisor and client relationships
Monitor account activity, maintain accurate records, and assist with compliance and audit reviews
Partner with advisors and internal team members to deliver a high-quality client experience