Fiduciary Support Specialist
Project Management / Professional Services
Full Time
The Role
Join Fidelity Personal Trust Company, FSB (FPTC) as a Fiduciary Support Specialist ! This exciting role involves collaborating closely with our Regional Trust Specialist and trust administration teams to support both new and existing trust business. You'll play a key role in reviewing trust documents, ensuring adherence to applicable laws, and preparing essential legal documents. Your expertise will help us maintain our world-class trust services!
Responsibilities:
At Fidelity, we have a relentless dedication to our clients and a passion for innovative solutions. The Fiduciary Officer role is crucial within our FPTC team, ensuring our positive relationships are flawlessly managed and strictly compliant. We work closely with various internal and external collaborators to successfully introduce creative solutions that benefit our clients and uphold our industry-leading standards. Join us and be part of an ambitious team devoted to excellence!
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accom
The hourly pay rate range for this position is $40.00 – $60.00 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors
Join Fidelity Personal Trust Company, FSB (FPTC) as a Fiduciary Support Specialist ! This exciting role involves collaborating closely with our Regional Trust Specialist and trust administration teams to support both new and existing trust business. You'll play a key role in reviewing trust documents, ensuring adherence to applicable laws, and preparing essential legal documents. Your expertise will help us maintain our world-class trust services!
Responsibilities:
- Reviewing trusts and related documents for new trust business
- Communicating with clients, internal and external advisors, counsel, and others as needed to support new and existing trust business
- Drafting settlement agreements and other documentation
- Collaborating with other groups to solve trust-related issues
- J.D. required with 10 + years of professional experience
- 6 + years estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust company/bank, or in the financial services industry
- CTFA, CFP or LLM designations a plus
- Experience with complex trust and estate planning documents, income and principal accounting, personal and trust taxation, investments, trust and estate law, estate planning, retirement, and the laws and regulations that govern each
- Strong legal research and drafting background
- Intellectually curious with an ability to think analytically, strategically, and tactically
- Able to develop and explain innovative solutions to complex situations clearly and effectively
- Excellent written and verbal communication skills
- Ability to take initiative and work independently, balance multiple tasks, and prioritize work while maintaining accuracy and efficiency
- Strong team orientation and ability to function as a standout colleague
- Strong communication, interpersonal, organizational, attention to detail, follow-through, and analytical abilities
- Experience guiding, advising, and training different audiences on fiduciary principles, procedures, trust administration, estate planning concepts, and risk mitigation
At Fidelity, we have a relentless dedication to our clients and a passion for innovative solutions. The Fiduciary Officer role is crucial within our FPTC team, ensuring our positive relationships are flawlessly managed and strictly compliant. We work closely with various internal and external collaborators to successfully introduce creative solutions that benefit our clients and uphold our industry-leading standards. Join us and be part of an ambitious team devoted to excellence!
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accom
The hourly pay rate range for this position is $40.00 – $60.00 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors