Trust Administrator

Job Description:

The Note: Fidelity will not provide immigration sponsorship for this position.

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 advisors on the Fidelity Institutional platform and individual trust clients across the U.S.

The Trust Administrator handles 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 with 5 + years professional experience
• 2+ years of experience in trust administration
• Ability to prioritize work and escalate matters appropriately
• A positive demeanor 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.

Locations: Merrimack, NH preferred (Smithfield RI & Greenville, DE)

Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime

Certifications:

Category:

Investment Operations

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.