Onsite Trust Administrator — Client Services & Compliance

The Nagler Group; Manchester (NH); Sur place; USD 70 000 - 79 000; Plein temps

Résumé du poste

The Nagler Group in Manchester, NH is seeking a detail-oriented Trust Administrator to support its trust services team. This full-time onsite role offers the opportunity to work closely with Trust Officers, assist with account administration, and provide responsive service to clients and beneficiaries.

The ideal candidate has 2+ years in trust administration or related fields, strong organizational and communication skills, and proficiency in Microsoft Office.

Qualifications

• 2+ years of experience in trust administration, paralegal work, legal support, or a related field preferred. Financial experience also a plus.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and work both independently and as part of a team.
• Proficiency in Microsoft Office; experience with financial or trust accounting systems is a plus.

Responsabilités

• Support the administration of trust accounts and client relationships.
• Assist with account openings, closings, documentation, payments, and distributions.
• Communicate with clients, beneficiaries, and other parties regarding account-related matters.
• Monitor account activity, maintain accurate records, and ensure compliance with policies and procedures.
• Partner with Trust Officers and internal team members to manage daily operations and client needs.

Connaissances

Trust administration

Paralegal work

Legal support

Microsoft Office

Outils

Microsoft Office

Financial or trust accounting systems

Description du poste

The Nagler Group in Manchester, NH is seeking a detail-oriented Trust Administrator to support its trust services team. This full-time onsite role offers the opportunity to work closely with Trust Officers, assist with account administration, and provide responsive service to clients and beneficiaries.

The ideal candidate has 2+ years in trust administration or related fields, strong organizational and communication skills, and proficiency in Microsoft Office.