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Senior Associate, Trust Officer - NH

Portsmouth, New Hampshire, United States

Jordan Park Trust Company is a New Hampshire chartered trust company under common ownership with Jordan Park Group, an investment advisor registered with the Securities and Exchange Commission. We provide comprehensive trust solutions and management, including private family trust companies, to a distinct global community of individuals and families. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our experienced team of trust professionals enables clients to preserve and manage their wealth in coordination with their estate planning objectives. We embrace complexity and navigate challenges to empower clients to achieve their intended outcomes.

 

Senior Associate, Trust Officer - New Hampshire

We are seeking a driven Trust Officer in New Hampshire to support the growth of our trust company. This is an opportunity to work alongside an experienced team of trust professionals, dedicated to providing the highest level of client service to the select families we support. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.

About the Role

The Trust Officer is responsible for the ongoing administration of a select book of client accounts, primarily consisting of fiduciary accounts for which Jordan Park Trust Company (JPTC) serves as Trustee, but also encompassing other related accounts where JPTC is engaged to provide ancillary wealth management services. Responsibilities include:

  • Acting as the relationship manager of JPTC trust engagements
  • Overseeing the professional administration of trusts in accordance with the applicable governing instrument(s) and relevant law
  • Reviewing legal instruments including trusts, wills, operating agreements, leases, purchase and sale agreements, transfer instruments, delegation agreements and other ancillary documentation
  • Interacting with attorneys and tax advisors regarding trust and estate planning matters
  • Managing disbursement requests and approvals for daily trust activities
  • Coordinating the account acceptance process and onboarding of new trust clients
  • Serving as an active, contributing member of JPTC’s Trust Committee, providing thoughtful consideration of fiduciary activities, policies, and procedures at both the company and client-specific levels.
  • Assisting tax preparers with annual fiduciary return preparation, ensuring tax compliance, and coordinating quarterly tax payments
  • Engaging with affiliates and team members on company-wide initiatives

About You

  • Have a bachelor’s degree and 5-10 years of experience administering a wide range of trust accounts in both unitary and bifurcated trust governance structures
  • Have extensive knowledge of trust administration, fiduciary accounting, and trust reporting standards
  • Are well-organized and deadline driven
  • Have experience working with high-net worth clients and their intermediaries and advisors
  • Enjoy working in a small, lean, and entrepreneurial work environment
  • Thrive while working in a collegial team environment and enjoy helping others
  • Maintain relevant professional certifications, such as the CTFA, TEP, or CFP

Also considered, but not required:

  • Working knowledge of NH trust statues and the trust statutes of other favorable trust jurisdictions
  • Experience with FIS AddVantage trust accounting software
  • Certifications in related areas such as compliance or insurance

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.  We apply a total reward philosophy when determining compensation terms.

Our benefits package includes: 

  • Medical, dental & vision insurance – 100% of premium covered for employees
  • 401k participation with employer contribution
  • Generous paid time off 
  • Commuter benefits program (pre-paid tax dollars towards your commute)
  • Fitness Reimbursement
  • Annual Professional Development Stipend

 

 

  • We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
  • Jordan Park is always seeking great talent.  We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.  We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.  
  • For information about our privacy practices, please see our Privacy Notice.  
  • Jordan Park is an SEC-registered investment adviser (RIA). 

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