Senior Trust & Estates Advisor

Jobtailor; Manchester (NH); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Manchester, NH is seeking an experienced wealth/trust administrator to manage portfolios of trusts and estates. You will interpret instruments, ensure fiduciary compliance, and deliver high-quality client service.

Ideal candidates have 8+ years in wealth or trust administration, strong judgment, and excellent communication. This role requires independence, teamwork, and proficiency in MS Office and trust systems.

Qualifications

• Bachelor’s degree required.
• 8+ years of wealth or trust administration experience.
• Strong ethics, judgment, and client service focus.
• Proficient in Microsoft Office and trust systems.
• Knowledge of trust law, estate administration, and fiduciary standards.
• Ability to work independently and within a team.

Responsibilities

• Administer a portfolio of trusts, estates, investment agencies, and custody accounts.
• Interpret trust instruments, wills, and legal documents.
• Ensure compliance with applicable laws and regulations.
• Conduct ongoing account reviews.
• Serve as primary contact for clients and beneficiaries.
• Provide proactive communication and guidance.
• Coordinate valuations, tax filings, and distributions.
• Exercise independent judgment and communicate sensitive information appropriately.

Skills

Wealth Administration Experience

Trust Law Knowledge

Fiduciary Standards Compliance

Client Relationship Management

CTFA

Education

Bachelor’s Degree

Tools

Microsoft Office

Trust Systems

Job description

Jobtailor in Manchester, NH is seeking an experienced wealth/trust administrator to manage portfolios of trusts and estates. You will interpret instruments, ensure fiduciary compliance, and deliver high-quality client service.

Ideal candidates have 8+ years in wealth or trust administration, strong judgment, and excellent communication. This role requires independence, teamwork, and proficiency in MS Office and trust systems.