Trust Operations Assistant

Brightpath Associates LLC; Hartford (CT); On-site; USD 90,000 - 115,000; Full time

Job summary

Brightpath Associates LLC in Hartford, CT seeks a detail-oriented fiduciary services professional to support high-net-worth clients. You will handle daily transactions, tax coordination, and ensure high-touch service in a private banking/trust environment.

The role emphasizes accuracy, discretion, and strong communication as you coordinate with investment advisors, manage onboarding/offboarding, and contribute to fiduciary operations.

Qualifications

• Bachelor's degree required.
• 3–5 years in financial services, fiduciary/trust setting preferred.
• Knowledge of wealth management and estate planning.
• Strong written and verbal communication; client-focused.
• Discretion and professionalism with sensitive information.
• Able to manage multiple priorities in a deadline-driven environment.
• Proficient in Word, Excel and Outlook.

Responsibilities

• Serve as a responsive point of contact for client requests with same-day turnaround when possible.
• Process routine and complex transactions: bill pay, gifting, account maintenance, insurance, and recordkeeping.
• Track cash positions across client accounts and coordinate with outside advisors for liquidity.
• Handle end-to-end account opening and closing.
• Coordinate asset transfers and support tax cost basis research.
• Communicate with clients by phone, email, and written correspondence.
• Compile tax documents for trust 1041 and client 1040 filings.
• Prepare briefing materials ahead of client meetings.
• Provide broad administrative and operational support to Fiduciary Services.
• Contribute to department initiatives and special projects.

Skills

Self-starter

Client-focused communication

Discretion and professionalism

Multi-priority management

Written and verbal communication

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Location: Hartford, CT | Type: Full-Time, Permanent | Onsite

About the Role

We're looking for a detail-oriented professional with a background in trust, wealth management, or fiduciary services to join our Fiduciary Services Group. In this role, you'll be the operational backbone supporting our high-net-worth clients - handling everything from daily transactions to tax prep coordination - while ensuring every interaction reflects the high-touch service our clients expect.

This is an ideal opportunity for someone who thrives on precision, enjoys client interaction, and wants to grow their career within a private banking or trust environment.

What You'll Do

• Serve as a responsive point of contact for client requests, aiming for same-day turnaround wherever possible
• Manage the accurate processing of routine and complex transactions - bill pay, gifting programs, account maintenance, insurance matters, and daily recordkeeping
• Track cash positions across client accounts and coordinate with outside investment advisors to maintain appropriate liquidity
• Handle end-to-end account opening and closing processes
• Coordinate asset transfers and support tax cost basis research
• Communicate with clients across phone, email, and written correspondence
• Compile and organize tax documentation to support trust 1041 and client 1040 filings
• Prepare briefing materials and documentation ahead of client meetings
• Provide broad administrative and operational support to the Fiduciary Services team
• Contribute to department initiatives and special projects as needed

What You Bring

• Bachelor's degree required
• 3-5 years of experience in financial services, ideally within bank trust or a similar fiduciary setting (equivalent education/experience combinations welcome)
• Working knowledge of wealth management, estate planning, and fiduciary concepts
• A self-starter mentality paired with sharp written and verbal communication skills
• A polished, client-first demeanor with genuine attention to detail
• Discretion and professionalism when handling sensitive client information
• Comfort managing multiple priorities in a deadline-driven environment
• Proficiency in Microsoft Word, Excel, and Outlook