Senior Trust Administrator

Connexion Systems + Engineering; 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

Senior Trust Administrator

Looking for candidates who already have their CTFA certification for this.

Location: Boston, MA

The firm operates on a hybrid schedule with the majority of their positions (3 days in, 2 days remote)

Salary:$110 - 165K

Bonuses are discretionary on a year-to-year basis, but employeesusually do receive them. Start date determines eligibility.

Position Summary

The Private Client Department (PCD) is seeking a full-time Senior Trust Administrator. The Senior Trust Administrator is responsible for a wide range of complex fiduciary administration functions in support of PCD partner trustees and clients, requiring an extensive knowledge of trusts, estate planning and administration, investments, and tax laws. They will demonstrate effective communication, both written and spoken, with attorneys, clients, and COIs. Given the Senior Trust Administrator's access to sensitive client information, the successful candidate will demonstrate good judgment, integrity and discretion at all times. This position is non-exempt and will be hybrid, with three days in office and two days remote per week.

Responsibilities

• Serve as a primary contact for trustees and clients in all aspects of fiduciary account administration, including regular communication with external investment, insurance, banking, tax and other advisors.
• Independently review and interpret trust instruments, and monitor and oversee account activity to ensure proper administration.
• Manage and oversee day-to-day activity of assigned trust relationships including account opening, distributions, terminations, periodic account review, and closing of trust matters.
• Responsible for ensuring accuracy of trust account records, including records for special assets including insurance policies, real estate, etc.
• Contribute to organizational best practices by assisting with development, implementation, and maintenance of standard operating procedures and process documentation in support of continuous improvement within Day Pitney's Private Client Department.
• Manage and oversee additional projects as identified by PCD partners or the Director of Fiduciary Services.

Experience, Qualifications, and Skills

• 7+ years of previous fiduciary administration experience in a trust department, law firm, family office or similar organization;
• experience with preparation and/or review of fiduciary income tax returns and estate administration considered a plus;
• Undergraduate degree (or equivalent) in business, finance or a related field; JD considered a plus;
• Certified Trust and Fiduciary Advisor (CTFA) designation;
• Proficient in fiduciary administration and tax software (e.g., SEI products, OneSource);
• Meticulous attention to detail and a strong commitment to accuracy;
• Ability to effectively prioritize tasks and manage multiple ongoing projects, take initiative, and work with limited direction;
• High ethical standards and integrity, with the ability to handle confidential information appropriately and maintain a high level of professionalism;
• Excellent analytical and problem-solving skills to identify compliance risks, evaluate complex legal and regulatory issues, and propose effective solutions.

Compensation & Benefits

This position offers a compensation range of $110,000 to $165,000 annually, commensurate with experience and qualifications. Final compensation will be determined based on factors such as experience, skills, and qualifications. Staff may also be eligible for discretionary year-end bonuses and annual merit-based increase.

The comprehensive benefits package includes medical, dental, vision, life, and disability insurance, a 401 (k) retirement plan and paid time off.