The Role

The Trust Administrator is an integral member of the Personal Trust Administration team. The team provides trust services to advisors on the Fidelity Institutional platform and individual trust clients across the U.S. 

The Trust Administrator is responsible for the day-to-day administrative functions for trusts and acts on behalf of the Trust Officer, for matters relating to trust administration and client service.

• Assisting Trust Officer by engaging in all facets of administration for assigned trust relationships
• Providing money movement and other administrative services
• Assisting with managing 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

This role requires the employee to work out of the New Hampshire or Delaware office during their dynamic work week.

The Expertise and Skills You Bring

• College Degree or equivalent experience
• Demonstrated experience in trust administration preferred
• Strong ability to prioritize issues and work efficiently

• A positive attitude and effective communication skills
• Takes initiative
• Works well independently and as part of a team
• Accurately follows instructions and asks questions if needed
• Collaborates with business partners at all levels within the Fidelity organization