Employee Trust Administrator jobs in New Hampshire
Employee Trust Administrator administers employee benefit trust accounts. Maintains plan records and ensures compliance with federal regulations. Being an Employee Trust Administrator provides customers with objective financial advice and explains the details of their benefit trust plan. Assists with plan design and benefit distribution when necessary. Additionally, Employee Trust Administrator requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Employee Trust Administrator gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Employee Trust Administrator typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Employee Trust Administrator jobs
Team Lead, Trust Administration
- Fidelity Personal Trust Company, FSB
-
, NH
FULL_TIME
- Job Description: The Role Due to our growth, Fidelity Personal Trust Company seeks a Team Lead, Trust Administration for our Merrimack, NH or Greenville, DE location! As an integral member of the Trust Administration group, this role provides daily oversight and direct management of 5 to 8 trust professionals. The Expertise and Skills You Bring Bachelor's Degree or equivalent with 12 years financial services experience MBA, JD, CTFA, CFP are a plus 5 years Trust Services background. Significant knowledge of trust and fiduciary products and services, income and principal accounting, personal and trust income taxation, estate tax, gift tax, GST tax, investments, trust and estate law, and estate planning and retirement planning. Leading, mentoring and developing a team of Senior Trust Officers, Trust Officers, and Associate Trust Officers with complex books of business consisting of trust accounts where FPTC serves as Trustee, Co-Trustee or Agent for Trustee for personal trust accounts. Excellent communication, presentation and client relationship management skills. Ability to convey complex information understandably. Adapts easily to a changing priority, balances multiple tasks, and prioritizes work to maintain efficiencies. Collaborates with team members to perform periodic reviews of client relationships for risk assessment, enhancement of services, and identification of new business opportunities. Partners closely with other Trust Team Leads for consistency across all trust administration, creating a climate of teamwork that recognizes the importance of cross-business collaboration, ensuring business and development goals are met. Works with Regional Trust Specialists, Vice President / Chief Fiduciary Officer, Fiduciary Officers, Trust Tax Group and other business partners to manage fiduciary risk and enforce, develop and implement policies and procedures for trust administration. Participates in decisions and provides guidance with respect to discretionary and non-discretionary distributions from trusts, including the review of requests for content and appropriate supporting documentation, review of powers to adjust or unitrust conversions, special investment requests, etc. The Team Fidelity Personal Trust Company, “FPTC” is a federally chartered trust company offering personal trust services to Fidelity’s high net worth customers in every state. The Team Lead provides leadership of a trust administration team to ensure accurate administration of FPTC’s trust business and reports to the Vice President, Trust Administration. The position interfaces directly with prospects, clients and advisors supporting FPTC’s high net worth clients, other Team Leads, Regional Trust Specialists, Fiduciary Officers, Tax Officers, Operations, Compliance and Legal. We take great pride in building strong and positive relationships with our customers, providing sound fiduciary guidance, and delivering an outstanding customer experience. Certifications: Category: Investment Operations 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 participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 2 Months Ago
Trust Officer
- Raymond James Financial, Inc.
-
Portsmouth, NH
FULL_TIME
- Trust Officer-2401262 Description Job Summary: Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training and/or certification to administer...
- 3 Days Ago
Trust and Probate Attorney
- Jobot
-
Concord, NH
FULL_TIME
- Boutique firm providing legal services to modify estate plans and to help families with trust administration as needed. This Jobot Job is hosted by: Mallory Calloway Are you a fit? Easy Apply now by c...
- 2 Days Ago
Administrator
- American Medical Associates
-
Derry, NH
FULL_TIME
- A skilled nursing facility located in Derry, NH is currently seeking an experienced Administrator. Responsibilities of the Administrator : Monitor and maintain compliance with federal and state regula...
- 2 Days Ago
Administrator
- American Medical Associates
-
Jaffrey, NH
FULL_TIME
- Administrator - located in Jaffrey, NH Salary: $120K range; based on experience Responsibilities of the Administrator - Nursing Home: Monitor and maintain compliance with federal and state regulations...
- 2 Months Ago
Technical Data Specialist
- NH Children's Trust
-
Concord, NH
FULL_TIME
- Summary ABOUT THE NEW HAMPSHIRE CHILDREN’S TRUST New Hampshire Children’s Trust (NHCT) is the Governor-designated statewide child abuse prevention agency, the New Hampshire Chapter of Prevent Child Ab...
- Just Posted
Employee Trust Administrator jobs at Popular Companies
Trust Officer
- San Pasqual Fiduciary Trust Company
-
Los Angeles, CA
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
- 4/17/2024 12:00:00 AM
Trust Officer
- San Pasqual Fiduciary Trust Company
-
Los Angeles, CA
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
- 4/17/2024 12:00:00 AM
Trust Officer
- Cetera Financial Group
-
Minneapolis, MN
- Cetera Trust Company (CTC) is an affiliate of Cetera Financial Group, a premier wealth advisory organization specializin...
- 4/16/2024 12:00:00 AM
Trust Administrator
- Cypress HCM
-
Boston, MA
- Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
- 4/15/2024 12:00:00 AM
Trust Administrative Officer
- Sierra Executive Solutions Inc
-
Reno, NV
- Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
- 4/15/2024 12:00:00 AM
Trust Officer
- ECG Resources, Inc.
-
Houston, TX
- UHNW boutique trust company seeks Sr. Trust Administrator to service their HNW/UHNW clients. True trust administration, ...
- 4/14/2024 12:00:00 AM
Trusted Advisor
- Fourth Floor
-
- Our client, a diamond leader and expert, is seeking a Trusted Advisor to join their team! The ideal candidate is respons...
- 4/14/2024 12:00:00 AM
Trust Advisor
- ECG Resources, Inc.
-
Reno, NV
- Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting ...
- 4/13/2024 12:00:00 AM
About New Hampshire
New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$75,098 to $107,642
Most Popular Cities in New Hampshire for Employee Trust Administrator Jobs
What does an Employee Trust Administrator do?
Employee Trust Administrator in Gainesville, FL
A successful candidate for this position would require a minimum of a Bachelor’s degree and 2-4 years experience as a trust benefits specialist or similar work experience in a related field and position.
January 29, 2020
Employee Trust Administrator in Benton Harbor, MI
The trust administrator is specifically charged with the responsibility for managing employee benefit trust accounts.
December 10, 2019
Employee Trust Administrator in Houston, TX
Other titled positions that may also be responsible for the administration of an employee trust fund could be trust administrator, employee relations manager, trust clerk, human resource specialist, benefits specialist and employee relations specialist.
January 07, 2020