About the role

  • Trust Administrator handling administrative functions for trusts at Fidelity. Collaborating with Trust Officers and managing client expectations for trust beneficiaries.

Responsibilities

  • Assisting Trust Officers by engaging in all facets of administration for assigned trust relationships
  • Processing money movement and other administrative services
  • Assisting with managing client expectations
  • Collaborating with team members to meet the financial needs of trust beneficiaries
  • Managing risk by monitoring trust activity and ensuring policy and procedures are followed
  • Increasing client satisfaction through accurate and proactive account management

Requirements

  • College Degree or equivalent work experience
  • 5+ years professional experience
  • 2+ years of experience in trust administration
  • Ability to prioritize work and escalate matters appropriately
  • Positive demeanor and effective communication skills
  • Curiosity and willingness to continue to learn about fiduciary matters, including obtaining CTFA designation
  • Works well independently and as part of a team
  • Ability to collaborate both with business partners at all levels within the Fidelity organization and with team members and investment advisors

Benefits

  • Health insurance
  • 401(k) matching
  • Paid time off
  • Professional development opportunities
  • Flexible working arrangements

Job title

Trust Administrator

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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