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

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  • 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,

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