Trust Operations Specialist — Private Banking & Fiduciary Services

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

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.