Fiduciary Trust & Estate Specialist

Boulder Connect; Pittsburgh (Allegheny County); On-site; USD 90,000 - 130,000; Full time

Job summary

Boulder Connect is seeking a Senior Specialist, Fiduciary to oversee complex fiduciary, trust, and estate accounts within a global wealth platform. You will administer accounts per governing documents, fiduciary standards, and regulatory requirements, collaborating with investment, legal, tax, and operations teams to ensure accurate servicing.

The role emphasizes prudent distributions, documented fiduciary decisions, risk mitigation, and coordinated cross-functional activity to support effective

Qualifications

• Strong knowledge of fiduciary, trust, and estate administration practices.
• Ability to interpret governing documents and meet fiduciary and regulatory requirements.
• Detail-oriented judgment for reviewing distributions and investment actions.
• Effective collaboration with legal, tax, investment, and operations teams.
• Commitment to integrity and a risk-aware, compliance-focused mindset.

Responsibilities

• Review distributions and investment actions for prudence and regulatory compliance.
• Validate and document fiduciary decisions according to governing documents and standards.
• Identify, assess, and mitigate fiduciary and operational risks.
• Coordinate cross-functional activities to support effective account administration.

Skills

Fiduciary Admin

Regulatory Compliance

Risk Assessment

Cross-functional Collaboration

Attention to Detail

Job description

Senior Specialist, Fiduciary

Oversee complex fiduciary, trust, and estate accounts within a global wealth platform. Administer accounts in accordance with governing documents, fiduciary standards, and applicable regulatory requirements. Partner with investment, legal, tax, and operations teams to ensure accurate and compliant account servicing.

Key Responsibilities

• Review distributions and investment actions for prudence and regulatory compliance.
• Validate and document fiduciary decisions according to governing documents and standards.
• Identify, assess, and mitigate fiduciary and operational risks.
• Coordinate cross-functional activities to support effective account administration.

Qualifications & Skills

• Strong knowledge of fiduciary, trust, and estate administration practices.
• Ability to interpret governing documents and meet fiduciary and regulatory requirements.
• Detail-oriented judgment for reviewing distributions and investment actions.
• Effective collaboration skills with legal, tax, investment, and operations teams.
• Commitment to integrity and a risk-aware, compliance-focused mindset.