Providence, RI

A financial services firm is seeking a Trust Administrative Officer to join its close-knit, highly respected team in Providence. In this role, you’ll manage the day-to-day operations of personal trust accounts, including processing distributions, tracking liquidity, coordinating with trustees and clients, and maintaining accurate financial records. You’ll also support audits, ensure compliance, and deliver exceptional client service in a discreet, high-net-worth environment.

Trust Administrative Officer Responsibilities:

• Administer trust accounts from opening to closure, ensuring accuracy and compliance
• Calculate, process, and track trust distributions and account liquidity
• Communicate with trustees, clients, custodians, and advisors regarding account activities
• Maintain accurate records, including cost basis and documentation for private investments
• Coordinate asset transfers, account additions, and gift distributions
• Reconcile internal and bank accounts and initiate wire/ACH transactions
• Support internal and regulatory audits with thorough documentation
• Prepare initial and annual account reviews

Trust Administrative Officer Requirements:

• 7–10 years of experience in trust administration or personal trust operations
• Bachelor’s degree
• Strong knowledge of banking, investments, and fiduciary responsibilities
• Highly proficient in Microsoft Office
• Exceptional attention to detail, time management, and communication skills
• Comfortable working onsite full-time in a small, collaborative office environment
• Strong client service orientation and professional discretion
• Experience with SWP or Trust3000 trust accounting systems is strongly preferred
• Familiarity with risk management and compliance in a personal trust company setting

Benefits:

• Competitive base salary
• Annual bonus
• 401(k) with company match
• Generous PTO
• Comprehensive medical benefits

This position is best suited for someone who is organized, discreet, people-oriented, and thrives in a role where accuracy, confidentiality, and client service are top priorities. If you’re looking to join a company where long-term retention is the norm and where your work makes a meaningful impact, apply now!

#LI-RB1