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
Due to the continued growth of our business, Fidelity Personal Trust Company seeks a Trust Administrator!
The Trust Administrator is an integral member of the Personal Trust Administration team which provides trust services to individual trust clients across the U.S and to advisors on the Fidelity Institutional platform.
The Trust Administrator role 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. Key responsibilities include:

• 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 Expertise and Skills You Bring

• 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

The Team
Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC or outside Investment Advisors, and Fidelity Personal Trust Company’s trust administration expertise. 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.
LOCATION: Merrimack, NH
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 accommodation.
The hourly pay rate range for this position is $35.00 – $55.00 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors