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
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