Trust Administrator

KBW Financial Staffing & Recruiting; Salem (NH); On-site; USD 90,000 - 100,000; Full time

Job summary

An established industry player is looking for a Trust Administrator to join their team in Salem, NH. This role offers a unique opportunity to work within a firm known for its stellar reputation and commitment to employee longevity. As a Trust Administrator, you will be responsible for opening and managing trust accounts, coordinating major events, and ensuring the needs of clients are met through effective communication. If you have a passion for finance and a strong background in trust administration, this position could be your next career step in a supportive and dynamic environment.

Benefits

Excellent benefit package

Qualifications

• 5+ years of trust administration experience is essential.
• Strong knowledge of trust accounting systems and multi-currencies.

Responsibilities

• Open new accounts in the trust department and oversee account closings.
• Coordinate custodian bank activity and maintain client files.

Skills

Trust administration experience

Trust accounting systems

General Ledger experience

Multi-currencies knowledge

Communication skills

Job description

A well-known firm in Salem, NH is seeking a Trust Administrator for their team. The Trust Administrator will be part of a team and report to the Operations and Compliance Manager. This is an excellent opportunity to become part of an outstanding firm, with a stellar reputation and longevity with their employees.

The Trust Administrator Will Be Responsible For:

• Opening new accounts in the trust department
• Coordinating major events during life of the trust
• Oversee the closing of accounts
• Serve and anticipate needs of clients by phone, email and correspondence by monitoring distributions, cash levels in accounts and upcoming account activity
• Coordinate custodian bank activity including asset and cash transactions and SEI receipt and disbursement codes for inputting transactions
• Maintain client files including electronic files
• Manage client documents including wills and trusts.

The Ideal Candidate Will Have The Following Experience:

• 5+ years of trust administration experience
• Experience with trust accounting systems
• Previous General Ledger experience
• Knowledge of multi-currencies
• Excellent communication skills, verbal and written

Compensation:

$90,000 - $100,000, plus excellent benefit package (depending on experience)

For additional information, please forward a copy of your resume and contact information in Word Document form to Merry Doyle at [e-mail]

Seniority level:

Mid-Senior level

Employment type:

Full-time

Job function:

Finance and Sales

Industries:

Staffing and Recruiting