CTFA Senior Trust Administrator – Private Client Services

Connexion Systems & Engineering Inc.; Boston (MA); Hybrid; USD 110,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement plan

Paid time off

Job summary

Connexion Systems & Engineering Inc. in Boston seeks a Senior Trust Administrator to support the Private Client Department with fiduciary administration, estate planning knowledge, and tax awareness.

The role requires CTFA certification, strong discretion, and professional communication with attorneys, clients, and COIs. This full-time, non-exempt position offers a hybrid schedule—three days in office and two remote per week—with a competitive compensation range and discretionary bonuses.

Qualifications

• 7+ years fiduciary administration experience in a trust department or similar setting.
• Experience with fiduciary income tax returns and estate administration is a plus.
• Undergraduate degree in business, finance, or related field; JD considered a plus.
• CTFA designation.
• Proficient in fiduciary administration and tax software (SEI products, OneSource).
• Meticulous attention to detail and a commitment to accuracy.

Responsibilities

• Serve as primary contact for trustees and clients in fiduciary account administration and coordinate with external advisors.
• Review and interpret trust instruments; monitor account activity for proper administration.
• Oversee day-to-day activity of trust relationships including openings, distributions, terminations, reviews, and closing of matters.
• Ensure accuracy of trust account records and related assets (insurance policies, real estate, etc.).
• Assist with development and maintenance of SOPs and process documentation for continuous improvement.
• Manage additional projects identified by PCD partners or the Director of Fiduciary Services.

Skills

Fiduciary administration

Communication

Attention to detail

Analytical skills

Discretion & integrity

Education

Undergraduate degree in business or finance

JD considered a plus

CTFA designation

Tools

SEI products

OneSource

Job description

Connexion Systems & Engineering Inc. in Boston seeks a Senior Trust Administrator to support the Private Client Department with fiduciary administration, estate planning knowledge, and tax awareness.

The role requires CTFA certification, strong discretion, and professional communication with attorneys, clients, and COIs. This full-time, non-exempt position offers a hybrid schedule—three days in office and two remote per week—with a competitive compensation range and discretionary bonuses.