Job DescriptionCambridge Trust - A Division of Eastern Bank is hiring a Senior Trust Officer in NHHiring Range: $140,401 - $229,103
The Senior Trust Officer is responsible for the effective administration of personal trust accounts, estate settlements, investment agency accounts, and other fiduciary relationships. This role ensures high-quality client service, adherence to fiduciary standards, regulatory compliance, risk management, and the prudent oversight of assets. The Trust Officer serves as a relationship manager and trusted advisor to clients, beneficiaries, attorneys, accountants, and internal partners.
Account Administration, Fiduciary Oversight and Business Development- Administer a portfolio of trusts, estates, investment agencies, and custody accounts.
- Interpret trust instruments, wills, and legal documents.
- Ensure compliance with all applicable laws and regulations.
- Conduct ongoing account reviews.
- Client Relationship Management
- Serve as primary contact for clients and beneficiaries.
- Provide proactive communication and guidance.
- Generate new business opportunities.
Risk Management, Compliance & Regulatory Duties - Complete required administrative, investment, and compliance reviews.
- Work with internal audit, compliance, and legal teams.
- Project coordination and participation.
- Coordinate valuations, tax filings, and distributions.
Problem Solving- Requires strong independent judgment, the ability to interpret complex documents, evaluate beneficiary needs, and communicate sensitive information appropriately.
- Strong ability to work well with others and communicate effectively.
Requirements- High ethical standards and excellent judgment.
- Excellent organizational, communication, and client service skills.
- Ability to prioritize, juggle a variety of tasks, operate independently, pay attention to detail, and interact with staff at all levels.
- Positive attitude, team player, and willingness to accept new assignments and pitch-in.
- Self-motivated with ability to work independently and as a member of a larger team.
Education and Experience- Bachelor's Degree required.
- 8+ years of experience in wealth or trust administration.
- Certified Trust & Financial Advisor (CTFA) and/or Trust School desirable, but not required.
Skills/Knowledge- Knowledge of trust law, estate administration, and fiduciary standards.
- Strong communication, analytical, and organizational skills.
- Proficiency with Microsoft Office and trust systems.
