Fiduciary Support Specialist / Trust Administrator
Occupations:
Paralegals and Legal AssistantsLegal Secretaries and Administrative AssistantsLegal Support Workers, All OtherSecretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveLawyersIndustries:
Insurance and Employee Benefit FundsLegal ServicesActivities Related to Real EstateBusiness Support ServicesVocational Rehabilitation ServicesTitle : Fiduciary Support Specialist / Trust Administrator Location : Merrimack , NH or Smithfield , RI ( onsite every other week )Duration Until end of this year 2026 Experience: Trust company or law firm experience Estate Paralegal would be fantastic Duties:Do some drafting Client experience to be able to take client calls (take calls from people that are interested in servicing as a trustee)Familiar with Trust documents (to be able to basic review)Document automation (hot docs)-would greatDisqualifier-No trust company experience and paralegalThey work off salesforceThe RoleThis role focuses on supporting trust administration work by partnering with internal specialists and legal teams to manage both new and existing trust accounts. Responsibilities include reviewing trust and estate documents, communicating with clients and advisors, and preparing legal materials such as settlement agreements. The position also involves helping resolve trust-related issues and ensuring all work aligns with applicable laws and regulations. Strong client interaction is expected, including handling calls from individuals interested in trustee services, along with contributing to document drafting and basic document review.The ideal candidate brings over 10 years of professional experience, including at least 6 years in estate planning, trust administration, risk, or wealth planning within a law firm, trust company, or financial services environment. Experience with complex trust structures, taxation, and legal research and drafting is important, along with the ability to explain complex concepts clearly. Familiarity with tools like Salesforce and document automation systems is preferred. Strong organizational, analytical, and communication skills are essential, along with the ability to manage multiple priorities, work independently, and collaborate effectively. Trust company or law firm experience is required, while candidates without trust company experience or relevant paralegal background will not be considered.Must Have:Trust company or law firm experience (disqualifier if not present; an estate paralegal is a great fit)Familiar with trust documents (basic review ability)Document automation (hot docs for example; highly preferred)Salesforce