Trust Officer

  • location: Manchester, NH
  • type: Permanent
  • salary: $70,000 - $80,000 per year
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job description

Trust Officer

Our client, a prestigious law firm in Central NH, a Trust Officer. The ideal candidate will act as the relationship administrator with clients and will be responsible for the administration of assigned personal trust and fiduciary accounts. The Trust Officer will communicate with grantors, fiduciaries, beneficiaries, and other professionals on a regular basis in order to develop and maintain positive relationships.

Role: Trust Officer, Direct Hire
Location: Central, NH
Pay: Depending on Experience

Responsibilities:
* Act as the relationship administrator on trust accounts
* Be responsible for administration, management and servicing of assigned fiduciary and investment management accounts
* Review account-related legal documents such as wills, trusts, leases, agreements, etc. and consult with attorneys regarding legal needs and interpretation of trust documents, wills and other materials
* Administer trusts in accordance with the governing instrument and relevant law
* Be the primary contact for all matters related to the assigned account
* Prepare documents for account opening, agreements, transfer and assignment documents, beneficiary designations, investment objectives, notices, delegations and authorizations
* Manage disbursement requests and approvals, prepare disbursement forms and releases
* Complete, document, and present appropriate notices, account reviews, reports and accounting
* Assist tax preparers with annual preparation, coordinate review and execution of tax returns, and coordinate quarterly tax payments

Working hours: 8:00 AM - 5:00 PM

Skills:
* Knowledge of trust administration, accountings, and reporting
* Experience working with high net worth clients
* Experience administering trust accounts
* Bachelor's degree or equivalent experience preferred

Education:
Bachelors

Experience:
Experienced

Qualifications:
* 3+ years of Trust experience
* Prior legal experience
* Advanced MS Excel skills


For immediate consideration, please email francis.rowley@randstadusa.com or call 603/623-1181

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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