Trust Administrator

6 days ago

Merrimack, United States Fidelity TalentSource LLC Full time



Job Description:



The Role

Due to the growth of our business, Fidelity Personal Trust Company seeks a Trust Administrator The TA is an integral member of the Personal Trust Administration team which provides trust services to advisors on the Fidelity Institutional platform and individual trust clients across the U.S. The TA handles the day-to-day administrative functions for trusts. The role works with and may act on behalf of the Trust Officer for matters relating to trust administration. We can hire at Trust Administrator or Senior Trust Administrator level, depending on skills and experience.



\u00A0Key responsibilities include:

  • Assisting Trust Officers by engaging in all facets of administration for assigned trust relationships
  • Processing money movement and other administrative services
  • Assisting with handling 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


The Expertise and Skills You Bring

  • College Degree or equivalent work experience
  • 2 -5 years of trust administration background
  • Ability to prioritize work and raise matters appropriately
  • A positive demeanor and effective communication skills
  • Curiosity and interest in learning more about fiduciary matters, including obtaining CTFA designation
  • Works well independently and as part of a team
  • Accurately implements instructions and asks questions as needed
  • Collaborates both with business partners at all levels within the Fidelity organization and with team members and investment advisors to meet the financial needs of trust beneficiaries


The Team

Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC or outside Investment Advisors, and Fidelity Personal Trust Company s trust administration expertise. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience.





Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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