Masis Professional Group
Trust Administrator and Compliance Specialist
Masis Professional Group, Essex, Connecticut, us, 06426
Trust Administrator and Compliance Specialist
A well-established fiduciary services provider is seeking a Trust Administration & Compliance Specialist to join its Essex-based team. This position combines traditional trust administration support (similar to a paralegal function) with department-level accounts compliance responsibilities, offering exposure to a broad range of trust and estate services. The role is ideal for someone detail-oriented, highly organized, and motivated to build a career in trust administration and fiduciary compliance.
Compensation Base pay range : $65,000.00/yr - $75,000.00/yr
This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Additional compensation types : Annual Bonus
Key Responsibilities
Act as the primary administrator for assigned trust accounts, coordinating with trust officers, internal teams, clients, and external partners
Ensure timely and accurate completion of account administration in accordance with governing trust documents
Provide support for specialized account types, including life insurance trusts and probate-supervised trusts
Manage the organization, review, and follow-up of annual account reviews, preparing materials for trust officer and committee oversight
Review the setup and ongoing maintenance of special assets, including closely held businesses, private equity, and account-owned real estate
Liaise with insurance agents, property managers, and other external professionals to ensure proper administration and compliance
Qualifications
Experience in trust administration, paralegal work, or a related field preferred
Strong organizational and documentation skills with exceptional attention to detail
Ability to manage multiple priorities, meet deadlines, and adapt to changing needs
Professional communication skills and ability to collaborate effectively with colleagues and clients
Familiarity with fiduciary compliance, probate, or special asset administration is a plus
What We Offer
Competitive compensation and comprehensive benefits
Professional development opportunities and career advancement potential
A collaborative and supportive work environment rooted in integrity and client service
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Administrative
Industries
Financial Services and Trusts and Estates
Referrals increase your chances of interviewing at Masis Professional Group by 2x
Get notified when a new job is posted.
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Compensation Base pay range : $65,000.00/yr - $75,000.00/yr
This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Additional compensation types : Annual Bonus
Key Responsibilities
Act as the primary administrator for assigned trust accounts, coordinating with trust officers, internal teams, clients, and external partners
Ensure timely and accurate completion of account administration in accordance with governing trust documents
Provide support for specialized account types, including life insurance trusts and probate-supervised trusts
Manage the organization, review, and follow-up of annual account reviews, preparing materials for trust officer and committee oversight
Review the setup and ongoing maintenance of special assets, including closely held businesses, private equity, and account-owned real estate
Liaise with insurance agents, property managers, and other external professionals to ensure proper administration and compliance
Qualifications
Experience in trust administration, paralegal work, or a related field preferred
Strong organizational and documentation skills with exceptional attention to detail
Ability to manage multiple priorities, meet deadlines, and adapt to changing needs
Professional communication skills and ability to collaborate effectively with colleagues and clients
Familiarity with fiduciary compliance, probate, or special asset administration is a plus
What We Offer
Competitive compensation and comprehensive benefits
Professional development opportunities and career advancement potential
A collaborative and supportive work environment rooted in integrity and client service
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Administrative
Industries
Financial Services and Trusts and Estates
Referrals increase your chances of interviewing at Masis Professional Group by 2x
Get notified when a new job is posted.
#J-18808-Ljbffr