Trust Administrator

Trust Administrator

Company Overview

A New Hampshire-chartered private trust company managing complex wealth for high-net-worth families and individuals. Boutique feel with institutional discipline. Every client is known by name, not account number.

Job Overview

This is a key operational role supporting trust account administration from open to close. You'll partner closely with Account Managers to serve as the connective tissue between clients, internal teams, and outside parties - ensuring accuracy, compliance, and a seamless client experience throughout the life of every account.

Location: Salem, NH (Hybrid for NH residents only. Otherwise, fully onsite)

Responsibilities

• Oversee new account openings, review trust instruments, and verify system records for accuracy


• Partner with Account Managers to administer key account events: gifts, charitable contributions, estate transfers, UPIA elections, share splits, and more


• Review and approve client disbursements, including utilities, taxes, insurance, and personal expenses


• Maintain account documentation and electronic communications in the firm's document management system


• Conduct annual administrative reviews for compliance with trust terms and regulatory requirements; track beneficiary milestones and termination dates


• Lead account closings and final asset distributions, including termination schedules, fee calculations, and outside Trustee coordination


• Act as point person on special administration projects across internal departments


• Support the Director of Operations in driving departmental growth and firm-wide initiatives

Qualifications

• Bachelor's degree in a related field; CTFA designation preferred


• 5+ years of trust administration experience with knowledge of trusts, estates, fiduciary, and individual tax requirements


• Experience with trust accounting systems and custodial platforms strongly preferred


• Strong organizational skills and ability to manage competing priorities in a fast-paced environment


• Excellent written and verbal communication skills

What We Offer

• Salary of $100,000 - $130,000 based on experience/qualifications


• Medical, Dental, Vision, FSA, and LSA


• 401(k) contribution + discretionary profit sharing after 1 year


• Employee Bonus Program


• 4 Weeks' Vacation, + PTO + Sick Time + Holidays


• Hybrid flexibility up to 2 days WFH