Senior Personal Trust Administrator & Team Leader

NBT; Manchester (NH); On-site; USD 109,000 - 145,000; Full time

Benefits offered by this job

Generous Paid Time Off

Parental Leave

Medical Coverage

401(k) with match

Tuition Reimbursement

Job summary

NBT in Manchester, NH is seeking an experienced Senior Trust Manager to lead the Personal Trust Group, guiding administrators and private client advisors to meet client objectives while ensuring strict compliance.

You will mentor staff, oversee risk analysis and annual reviews, and chair the regional Account Review Committee. Collaboration with attorneys and planners will deliver superior service to high-net-worth clients.

Qualifications

• Bachelor’s degree or equivalent in finance, business management, investments or related areas.
• 7-10 years management experience in a Trust department or financial services environment.
• Completion of Cannon Trust or New York Bankers Trust Schools with estate and trust casework.
• 5 years supervising staff.

Responsibilities

• Manage Personal Trust Group; supervise administrators and support staff, directing training and development.
• Provide guidance to admins and private client advisors on administrative issues and compliance oversight.
• Chair regional Account Review Committee; oversee annual review and risk analysis.
• Analyze trust and estate accounts for accuracy and proper administration; ensure high service standards.
• Collaborate with attorneys and financial planning professionals to meet client objectives.

Skills

Staff management

Mentoring

Communication skills

Document interpretation

Taxation knowledge

Customer service

Training and development

Problem solving

Education

Bachelor’s degree or equivalent

7-10 years management in Trust/Finance

Cannon Trust / NYB Trust training

5 years supervising staff

Tools

Microsoft Office Suite

Trust/accounting software

Job description

NBT in Manchester, NH is seeking an experienced Senior Trust Manager to lead the Personal Trust Group, guiding administrators and private client advisors to meet client objectives while ensuring strict compliance.

You will mentor staff, oversee risk analysis and annual reviews, and chair the regional Account Review Committee. Collaboration with attorneys and planners will deliver superior service to high-net-worth clients.