Job Application for Senior Analyst, Trust Operations

Back to jobs

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 Analyst, Trust Operations
Portsmouth, New Hampshire

We are seeking a driven Trust Operations Senior Analyst 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 families we support. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.

About the Role

The Trust Operations Senior Analyst is responsible for the execution of client activity and enterprise-wide strategic initiatives. Responsibilities include:

Manage asset and client reporting workflows using trust accounting software, including accurately booking, updating, and removing holdings in client accounts, performing monthly market value updates, and distributing client statements
Provide backup support for daily transaction processing during team member absences or peak workloads
Maintain relationships with custodians, transfer agents and other professional contacts to facilitate client onboarding and trade related activity
Assist with annual third-party vendor reviews by gathering required documentation and preparing summary of findings for management.
Serve as a liaison between Trust Operations and colleagues at our RIA, Jordan Park Group
Contribute to the enhancement of operational processes to reduce risks, increase controls, and elevate client service
Assume additional responsibilities as requested

About You

This role might be right for you if:

Have a process-oriented mindset and like enhancing workflows
Are well-organized and deadline driven
Have a high level of attention to detail
Have a strong sense of prioritization
Know when to escalate issues and work with your manager to problem solve
Thrive while working in a team environment and enjoy helping others
Experience at a wealth management or trust company is preferred, not required

Also considered, but not required:

Experience with FIS AddVantage trust accounting software and Fidelity WealthScape advisor platform
Experience with Addepar or other similar data aggregation tools
Advanced Microsoft Excel skills

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).

Create a Job Alert

Interested in building your career at Jordan Park Trust Company? Get future opportunities sent straight to your email.

First Name

Last Name

Country

Phone

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

LinkedIn Profile

How did you hear about Jordan Park?

Select...

If you were referred to us, who can we thank?

Why this opportunity now? Why Jordan Park?

Have you ever applied to this company before?

Select...

If yes, please share for which role and estimated time frame.

Please explain any gaps in your employment history in excess of one month to help us understand your professional transitions. Please also generally explain the reason for each professional transition you've made to date.

Have you ever been terminated or asked to resign from any job?

Select...

If yes, please explain the circumstances for each occassion.

Are you currently, or have you ever been licensed or registered in the securities industry? (if applicable)

Select...

Do you have any current or pending disclosures on your U4? If yes, please share details of those circumstances. (if applicable)

Select...

If yes, please explain the circumstances for each occasion.

Have you ever been disciplined by a regulatory authority, or had a license suspended, denied or revoked? (if applicable)

Select...

If yes, please explain the circumstances for each occasion.

Are you legally eligible to work in the U.S.?

Select...

Will you now or in the future require visa sponsorship for employment?

Select...

Please share your compensation expectations. (salary, bonus and/or total compensation)

Anything else?

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Jordan Park Trust Company’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Gender

Select...

Are you Hispanic/Latino?

Select...

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran Status

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury

Disability Status

Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Senior Analyst, Trust Operations - NH

Apply for this job

Voluntary Self-Identification

Voluntary Self-Identification of Disability