Trust Administrator
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Trust Administrator to work in Merrimack, NH!
The Role
The Trust Administrator role is an integral member of the Personal Trust Administration team which 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. The role works with and may act on behalf of the Trust Officer for matters relating to trust administration
The Expertise and Skills You Bring (The order of these bullets does not matter)
- 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
- 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
The Team
Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside RIA’s, and Fidelity Personal Trust Company’s trust administration expertise. The Trust Administrator supports that purpose by competently performing their role to ensure proper trust administration for each trust. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience.
COVID Work Policy
Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.
Dynamic Working – Post Pandemic
Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.
Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.