Trust Officer NH Role with Estate Expertise

3 days ago


Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

Job Overview

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Fidelity TalentSource LLC is seeking an experienced Trust Officer to join their team. As a key member of the Personal Trust Administration team, this role will provide trust services to Fidelity Institutional business partners and individual trust clients across the U.S.

The Trust Officer will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. Working closely with a dedicated Trust Administrator, they will be responsible for all facets of trust administration and relationship management for their assigned relationships.

Key Responsibilities

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  • Administering trusts in accordance with trust documents, applicable laws, and internal procedures">
  • Making informed decisions on fiduciary matters related to trust administration">
  • Providing estate and tax expertise as needed to support clients with complex financial situations">
  • Collaborating with business partners at all levels within the organization to meet client needs">
  • Managing client relationships to maintain satisfaction and retain business">
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Requirements

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  • 8 years of trust administration experience with a Bachelor's degree or 6 years with an advanced degree (JD, MBA, or CPA)">
  • Solid understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services">
  • Expertise in trust administration and knowledge of trust services">
  • CTFA certification preferred">
  • Strong ability to work independently and collaboratively as part of a team">
  • Excellent communication and interpersonal skills">
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About Fidelity TalentSource LLC

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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of its clients. The company provides a range of financial products and services to individuals, companies, and non-profit organizations.

This role offers a competitive salary of $120,000 - $180,000 per year, depending on experience. In addition to a comprehensive benefits package, employees also enjoy a hybrid working model that blends onsite and offsite work experiences.

Fidelity is committed to creating a diverse and inclusive workplace culture. The company values honesty, integrity, and the safety of its associates and customers within a heavily regulated industry.



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