Sr. Trust Administrator jobs in United States
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KBW Financial Staffing & Recruiting · 16 hours ago

Sr. Trust Administrator

positionBoston, MA
timeFull-time
remoteOnsite
senioritySenior Level
money$110K/yr - $160K/yr
date5+ years exp

KBW Financial Staffing & Recruiting is an independent private trust company seeking a Senior Trust Administrator to support and manage high-net-worth client relationships. This client-facing role requires strong trust administration expertise and sound fiduciary judgment.

CrowdfundingFinancial ServicesHuman Resources
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Growth Opportunities

Responsibilities

Primary client contact for trust administration and estate settlement
Monitor distributions, cash, and account activity
Coordinate with custodian bank (SEI), tax specialists, and investment team
Manage asset transfers, account openings/closings, and documentation
Support investment reviews and trade processing

Qualification

Trust administration expertiseFiduciary judgmentTrustsEstates knowledgeSEI systems proficiencyExcel proficiencyProactiveClient-focusedDetail-oriented

Required

Bachelor's degree; 5–7 years trust administration experience
Strong knowledge of trusts, estates, investments, and fiduciary taxation
SEI systems, Advent/Moxy, and Excel proficiency
Detail-oriented, proactive, and client-focused

Company

KBW Financial Staffing & Recruiting

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KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.
dateFounded in 2005
location
Bedford, New Hampshire, USA
people-size11-50 employees
web-link
https://www.kbwfinancial.com/

Funding

Current Stage
Early Stage

Leadership Team

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Jason Alexander
Chief Revenue Officer (CRO)
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Matt Nagler
Managing Partner
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Recent News

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2026-01-17
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