(Hybrid - Nashua, NH area)
W2 Only
What You'll Do:
- Assist Trust Officers with all facets of trust administration for assigned relationships
- Process money movements and manage administrative tasks efficiently
- Collaborate with team members to meet the financial needs of trust beneficiaries
- Monitor trust activity to manage risks and ensure compliance with policies
- Respond to client inquiries, support salesforce tasks, and create cases to enhance client satisfaction
- Support trust relationships with accuracy, professionalism, and a proactive mindset
- 2+ years of trust administration experience, familiarity with money movement, and Salesforce
- Strong organizational skills with the ability to prioritize in a high-paced environment
- Excellent communication skills and a positive, team-oriented attitude
- Ability to follow instructions precisely and escalate issues appropriately
- Curiosity about fiduciary matters and willingness to pursue CTFA designation
- Experience working with Fidelity’s systems or in a client-facing trust environment
- Knowledge of legal and regulatory aspects of trust administration
- College degree or equivalent work experience
- Prior trust administration experience working with fiduciary matters preferred
Estimated Min Rate: $41.30
Estimated Max Rate: $59.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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