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

* 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

* 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



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

For immediate consideration, please email or call 603/623-1181

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