Trust Administrator Job at Masis Professional Group, Middlesex County, CT

T2QvUnhKYUZmQ0xFQWFKdnlsL2VVa2hVVEE9PQ==
  • Masis Professional Group
  • Middlesex County, CT

Job Description

Position Overview

My client is seeking a motivated and detail-oriented professional to join their team as a Trust Administrator . This entry to mid-level position offers the opportunity to learn the foundations of trust administration while gaining hands-on experience in compliance and regulatory oversight.

The role is well-suited for someone early in their career who is eager to grow in the Trust and fiduciary services industry.

Key Responsibilities

Trust Administration

  • Support Trust Officers with day-to-day administration of trusts and estates.
  • Process transactions, distributions, and payments accurately and on time.
  • Assist with preparing account statements, reports, and client communications.
  • Maintain orderly files and records of trust activity.
  • Coordinate with internal team members, investment advisors, attorneys, and external business partners as needed.

Compliance Support

  • Assist with client onboarding, including gathering documentation for KYC/AML reviews.
  • Help monitor accounts for adherence to internal policies and regulatory requirements.
  • Maintain compliance files and logs for audits and reviews.
  • Support periodic account reviews and reporting obligations.
  • Stay up to date on company policies and assist with implementing regulatory updates.

Qualifications

  • Bachelor’s degree in business, finance, accounting, legal studies, or related field preferred (or equivalent work experience).
  • 1–3 years of experience in financial services, banking, trust administration, or compliance helpful, but not required.
  • Strong attention to detail and organizational skills.
  • Excellent written and verbal communication.
  • Ability to work with sensitive and confidential information with discretion.
  • Proficiency with Microsoft Office Suite (Excel, Word, Outlook).

Personal Attributes

  • Eager to learn and grow in trust and compliance functions.
  • Professional, client-focused attitude.
  • Dependable, resourceful, and team-oriented.
  • Strong problem-solving and follow-through skills.

Job Tags

Work experience placement, Work at office,

Similar Jobs

Leeds Professional Resources

Project Manager Job at Leeds Professional Resources

 ...practices. Excellent leadership, communication, and negotiation skills. Ability to manage multiple projects and stakeholders concurrently. Proficiency in project management software and Microsoft Office Suite. PMP certification or equivalent is a plus.... 

Denali Water Solutions LLC

Class A Route Driver Job at Denali Water Solutions LLC

 ...IT solutions, as we expand our services into the waste management sector. We are seeking a dependable and safety-focused Class A Route Driver to manage waste transport and disposal. This role is crucial in ensuring the effective and efficient handling of waste materials... 

The TJX Companies, Inc.

District Loss Prevention Manager Job at The TJX Companies, Inc.

HomeGoods At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. Youll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether youre working in our four global Home...

BlueScope Coated Products

Plant Manager Job at BlueScope Coated Products

 ...thinking and innovations. Your goals, ideas and perspective can help shape our future we look forward to hearing them! The Plant Manager leads, directs, facilitates, and optimizes all operations of the manufacturing plant in order to achieve business objectives. The... 

The Estate Yountville

Hotel Sales Manager Job at The Estate Yountville

 ...HOTEL SALES MANAGER Yountville, CA Laying in the heart of Napa Valley, The Estate Yountville features two magnificent hotels that embody...  ...a dynamic team. The above is intended to describe the general content of and requirements for the performance of this job....