Trust Operations Assistant

Brightpath Associates LLC; Hartford (CT); On-site; USD 60,000 - 85,000; Full time

Job summary

Brightpath Associates LLC in Hartford, CT seeks a detail-oriented Fiduciary Services professional to support high-net-worth clients in a private banking or trust setting. You will handle transactions, tax coordination, and daily recordkeeping with a strong emphasis on accuracy and client service.

The role offers exposure to estate planning concepts, liquidity management, and cross-team collaboration as part of a dedicated Fiduciary Services group.

Qualifications

• Bachelor's degree required.
• 3–5 years of experience in financial services (fiduciary setting preferred).
• Strong written and verbal communication; client-focused and detail-oriented.

Responsibilities

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

Skills

Detail-oriented

Written & verbal communication

Client-focused

Discretion

Education

Bachelor's degree

Tools

Microsoft Word

Excel

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