Job Description:

The Role

Due to the growth of our business, Fidelity Personal Trust Company seeks a Trust Administrator! The TA 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 TA 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. We can hire at Trust Administrator or Senior Trust Administrator level, depending on skills and experience.

 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 handling 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 2 -5 years of trust administration background Ability to prioritize work and raise matters appropriately A positive demeanor and effective communication skills Curiosity and interest in learning more about fiduciary matters, including obtaining CTFA designation Works well independently and as part of a team Accurately implements instructions and asks questions as needed Collaborates 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.

Certifications: