Entry-Level Trust Administrator — Private Wealth
Masis Professional Group
My client is seeking an Entry-Level Trust Administrator to join a well-established Wealth Management Trust / Family office in the Fairfield County, CT area. This is an excellent opportunity for someone early in their career who is interested in wealth management, fiduciary services, and private client administration . You’ll gain direct exposure to trust operations, estate accounts, and high-net-worth client servicing while working closely with experienced Trust Officers and relationship managers. What You’ll Do: Support the daily administration of trust, estate, and fiduciary accounts Assist with client account activity including contributions, distributions, and reconciliations Help maintain accurate trust records and system updates Coordinate with custodians, advisors, attorneys, and internal teams Prepare basic reports, correspondence, and account documentation Support client servicing efforts with guidance from senior staff Ensure compliance with internal policies and fiduciary regulations What We’re Looking For: Bachelor’s degree (Finance, Business, Accounting, Economics, or related field preferred) Internships at Wealth Advisory firms 0–2 years of experience in banking, finance, accounting, or operations Strong attention to detail and organizational skills Excellent communication and professionalism Proficiency in Excel and Microsoft Office Interest in trusts, estates, or wealth management A willingness to learn and grow in a highly structured, client-focused environment Why This Role: This is a strong entry point into the private wealth and fiduciary industry , offering hands-on training and long-term career growth. Successful candidates often advance into roles such as Trust Associate, Trust Officer, or Wealth Management Analyst . #J-18808-Ljbffr Masis Professional Group
$47.52k
JPMorgan Chase Bank, N.A. is looking for a Private Client Advisor in Avon, CT to provide comprehensive financial planning and advice.... ...those who are just starting to save to those with significant wealth. This role emphasizes building and maintaining client relationships...Suggested$16.94 per hour
...Job Description Title: Test Center Administrator (TCA) Part-Time Location: 1245 Farmington... ...as well as assessments, for public and private companies. Our mission is to create a... ...for every test taker. This is an entry-level position with training provided, perfect...PrivateEntry levelPart timeWork at officeMonday to ThursdayShift work- J.P. Morgan Wealth Management - Private Client Advisor - Avon, CT 6 days ago Be among the first 25 applicants Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary...Suggested
- BCG Attorney Search is seeking a Private Client International Trusts & Estates Planning Associate in Hartford, CT. The ideal candidate should have at... ...-worth clients, involving cross-border tax planning and wealth management structures. The role includes advising on...Suggested
$47.52k
...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise...Suggested- Day Pitney's Private Client Department is seeking an associate with 3 to 4 years of trusts and estates experience to join our nationally... ...and estate planning and administration, including knowledge of relevant... ...; and tax-efficient family wealth transfer strategies is a...Work at officeRemote workFlexible hours2 days per week
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...fostering and promoting diverse talent at every level to ensure you feel represented here, no...
- Job Overview A law firm seeks a Private Client International Trusts & Estates Planning Associate with a minimum of 4 years of experience in international... ...planning and advising U.S. and non-U.S. taxpayers on wealth management structures accommodating multi-jurisdictional...Work at officeRemote workOverseas
$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...and deliver value at this level include but are not limited to... ...intend to hire experienced or entry level job seekers who will... ...thoughtfully to establish a secure and trusted workplace for all....Entry levelFull timeH1b$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...and deliver value at this level include but are not limited to... ...intend to hire experienced or entry level job seekers who will... ...thoughtfully to establish a secure and trusted workplace for all....Entry levelFull timeH1b$150k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...values-driven leader at every level. To help us achieve this we... ...intend to hire experienced or entry level job seekers who will... ...thoughtfully to establish a secure and trusted workplace for all....Entry levelFull timeH1bLocal areaOverseas$99k - $266k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...and deliver value at this level include but are not limited to... ...intend to hire experienced or entry level job seekers who will... ...thoughtfully to establish a secure and trusted workplace for all....Entry levelFull timeH1b$184.4k - $307.4k
...responsibility as a manager to a team of Wealth Advisors and for being a Wealth... ..., fiduciary, investments, private banking, brokerage and... ...MBA (Master’s degree in Business Administration). Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified...PrivateWork experience placement$124k - $335k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...values-driven leader at every level. To help us achieve this we... ...and stakeholders to build trust. Uphold the firm's code of... ...intend to hire experienced or entry level job seekers who will need...Entry levelFull timeH1bLocal areaOverseas$73.5k - $212.28k
...optimise their tax positions. In private tax at PwC, you will focus on... ...and deliver value at this level include but are not limited to... ...teams Skills in building trusted client relationships Ability... ...intend to hire experienced or entry level job seekers who will need...PrivateEntry levelFull timeH1bWork at officeRemote work- ...necessary. Facilitates dance lessons, prepares private and group lessons, and helps students... ...Flexible schedule Access to top-level coaches and training A fun & unique workplace... ...many opportunities to practice, you can trust that you have chosen the best in the business...PrivateFull timePart timeFlexible hours
$17 per hour
...Benefits We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,... ...Long Hill Rd, Groton, Connecticut 06340 Dollar Tree Seniority level Entry level Employment type Full-time Job function Other Retail...Entry levelHourly payFull timeContract workPart timeLocal areaRemote work- TwinThread in Avon, CT is seeking a Private Client Advisor to deliver personalized investment solutions and provide comprehensive financial planning. The role requires a minimum of 2 years in financial advisory and strong relationship management skills. The successful candidate...
- A leading financial services firm in Avon, CT is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role focuses on building lasting client relationships and offering tailored investment solutions. Ideal candidates should possess...
$44.2k - $91k
...protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship... ...with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. #J-18808-Ljbffr PwCEntry levelFull timeH1b- Marina Sirras & Associates LLC is a well-established law firm seeking a Connecticut Trusts & Estates Associate with 3-7 years of experience to join its private client practice. This role offers meaningful client contact and substantial responsibility. The firm represents...Private practice
- ...Bank is looking for a Principal Review Analyst based in Hartford, Connecticut. The role involves regulatory oversight for TD Private Client Wealth services and focuses on ensuring compliance with FINRA and SEC regulations through trade reviews and account documentation....
- ...Your Impact: Serve as a trusted partner to Account Executives... ...management systems with a high level of accuracy. A collaborative... ...is the 9th largest privately held U.S. brokerage firm offering... ...consulting services and financial & wealth solutions. With more than 30...PrivateHourly pay3 days per week1 day per week
- Day Pitney LLP is seeking an associate in its Private Client Department with 3 to 4 years of experience in trusts and estates to join our West Hartford, CT office. Ideal candidates will have a strong background in high net worth trust and estate planning. The firm offers...Work at officeRemote work
- ...regarded law firm is seeking a Connecticut Trusts & Estates Associate with 3-7 years of experience to join its sophisticated private client practice in its New Haven,... ...sophisticated drafting Estate and trust administration Estate and tax compliance matters This is...Private practice
- ...The Wealth Management Associate supports senior advisors in delivering comprehensive financial planning and investment management... ...help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management...Entry levelFull timeTemporary workPart timeFlexible hours
- ...face, in-person brand representation , working directly with customers to drive engagement and results. We take pride in developing entry-level talent through hands-on training, mentorship, and performance-based growth opportunities . Position Overview We are currently...Entry levelWeekly payCurrently hiringLocal areaImmediate start
- ...or financing transactions is preferred. Private fund experience is a plus. We offer significant... ...compensation commensurate with the level of experience. Requirements Strong drafting... ...Type : Full-Time Experience Level : Mid to Senior Level, Entry Level #J-18808-Ljbffr...PrivateEntry levelFull timeWork at officeRemote work
$45 per hour
...consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy... ...audio recordings, videos, product journal entries, etc.) Take care of the product being... ...is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary...PrivateEntry levelHourly payWeekly payExtra incomeTemporary workPart timeFor contractorsSeasonal workRemote workWork from homeFlexible hours$300k
...Club: Nestled in Farmington Valley, the Golf Club of Avon is a private club providing its members with a full range of family-... ...courts, an Aquatic Facility featuring a heated pool with a zero-entry level area and a diving well. As the membership has changed over the...PrivateEntry levelCasual workSeasonal workRelocation packageFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Entry-Level Trust Administrator — Private Wealth. Be the first to apply!
- clinic administrator Hartford, CT
- health care administrator Hartford, CT
- cloud administrator Hartford, CT
- senior application administrator Hartford, CT
- admin support Hartford, CT
- hospice administrator Hartford, CT
- preschool administrator Hartford, CT
- program administrator Hartford, CT
- trust administrator Hartford, CT
- servicenow administrator Hartford, CT

