Trust Administrtor

Job Description

Oversee new account openings, funding, distributions, and account closings
Review trust documents and maintain accurate account records
Partner with Account Managers to administer account events and client requests
Review and approve client disbursements and coordinate special administration projects
Conduct annual administrative reviews and monitor account milestones
Support the Director of Operations and Administration with departmental initiatives

Job Requirements

• Bachelor's degree in a related field
• 5+ years of trust administration experience
• Knowledge of trusts, estates, fiduciary, and individual tax requirements
• Certified Trust and Fiduciary Advisor (CTFA) preferred
• Experience with trust accounting systems and custodial platforms preferred
• Strong leadership, organizational, and communication skills

Pay

$100K–$130K

Schedule

Hybrid for New Hampshire residents and 100% onsite for candidates living outside of New Hampshire

Contact

All interested and qualified candidates, please send a resume to Owen Borek – oborek@kbwfinancial.com