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
location: Merrimack, New Hampshire
job type: Contract
salary: $59 - 60 per hour
work hours: 8am to 5pm
education: Bachelors
responsibilities:
- College Degree or equivalent work experience
- Preferred 2 years of experience in trust administration
- Ability to prioritize work and escalate matter appropriately
- A positive attitude and effective communication skills
- Curiosity and willingness to continue to learn about fiduciary matters, including obtaining CTFA designation
- Works well independently and as part of a team
- Accurately follows instructions and asks questions if needed
- Ability to collaborate 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
qualifications:
Assisting Trust Officers by engaging in all facets of administration for assigned trust relationships
Processing money movement and other administrative services
Assisting with managing client expectations
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad Digital, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad Digital offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
