Trust Administrator

We're partnered with a growing trust company providing wealth advisory and management services seeking to add a permanent Trust Administrator to their expanding team. The Trust Administrator will have responsibility for opening new accounts, working with Account Managers to administer the accounts, coordinating client transactional activity, supporting the audit and exam processes, overseeing the closing of accounts, as well as providing administrative support to other Trust Administrators in these areas.

Only local candidates are being considered at this time as relocation is not offered.

Whats in it for you:

• Competitive salary of $90,000 - $100,000 depending on experience
• Hybrid flexibility after 6 months of employment (2 days remote)
  • If located in MA, role will be fully onsite but granted $150 monthly stipend
• Medical, dental, and vision insurance with FSA/LSA
• 401(k) with 3% employer match and 5% discretionary profit sharing
• PTO/Sick/Holiday (4 weeks vacation, 2 weeks sick, 2 personal days, 10-12 federal holidays)
• Small family-knit culture oriented team

Responsibilities:

• Open and manage new trust, retirement, and investment accounts
• Review and process client transactions and disbursements
• Maintain accurate documentation and client files
• Support annual account reviews and committee meetings
• Handle account closures and asset distributions
• Complete required compliance and educational training

Qualifications:

• 5+ years minimum of Trust Administration experience required
• Strong knowledge of Trust Laws and regulations
• Bachelors Degree or equivalent relevant experience
• Ability to seldomly travel to Boston, MA (1-5 trips annually)

Qualified candidates should email their resume to aj@jasurdagroup.com and call 617.639.0906 for immediate consideration.