Description
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 or Smithfield, RI!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
- 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
