Posted 8 days ago
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**Associate Regional Trust Specialist**: Support FPTC's growth by educating Fidelity associates and trust grantors about FPTC's services, guiding them through successor trustee decisions, and collaborating with Regional Trust Specialists to onboard new trusts. This role requires a trust-focused professional with 5+ years of experience and expertise in personal trust taxation, fiduciary law, and estate planning. Positions available in Merrimack, NH or Smithfield, RI.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Fidelity Personal Trust Company, FSB (FPTC) is looking for an energetic professional to join its team as an Associate Regional Trust Specialist (ARTS)! In this role, you will be instrumental in bringing business into FPTC and supporting Fidelitys high net worth clients in all fifty states. This role can work out of Merrimack, New Hampshire or Smithfield, Rhode Island. In this role, you will be:
- Educating Fidelity associates and trust grantors about FPTCs services and guiding them as they decide whether to name FPTC as successor trustee for their trust
- Reviewing trusts to ensure that they meet FTPC's current acceptance standards
- Working with FPTCs Regional Trust Specialists to collect required documentation and information to successfully onboard new and existing trusts in compliance with our policies and procedures
The expertise and skills you bring
We are seeking an experienced professional with a proven record of working with trusts. The successful candidate should be able to read complex trust documents and have a solid understanding of personal and trust taxation, fiduciary law, and estate planning. The successful candidate will also have:
- College degree or equivalent experience with 5 years related work experience
- Paralegal certificate or CTFA designation welcome but not required
- Ability to explain and present sophisticated information clearly and concisely
- Excellent written and verbal communication skills
- Ability to take initiative, work independently, and balance multiple tasks
- Strong organizational skills, attention to detail, and analytical abilities
- Strong team orientation and ability to function as a standout colleague
The Team
Fidelity Personal Trust Company, FSB is a federally chartered trust company that offers personal trust services to Fidelitys high net worth customers in every state. Our Regional Trust Specialist team provides education and guidance to Fidelitys client-facing associates nationwide, helping them to position FPTC as a successor trustee or current trustee for those clients. The position works directly with prospects, clients, clients counsel, and advisors and currently reports to the Vice President, Chief Fiduciary Officer.
Fidelity Wealths Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealths customers and their families and developing offerings and solutions that meet their needs throughout their lifetime
Certifications:
Category:
Investment OperationsPlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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