1 client specialist jobs found in Merrimack

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Fidelity Personal Trust Company, FSB (FPTC) is looking for a Fiduciary Officer to join its team! The Fiduciary Officer works with our Regional Trust Specialist (RTS) and trust administration teams, supporting new and existing trust business. FPTC's Fiduciary Officers review trust documents for prospects interested in naming FPTC as trustee; ensure that existing trust relationships are being administered pursuant to applicable laws and regulations; monitor FPTC's policies and procedures; draft settlement agreements, releases, and other documentation with the guidance of Fidelity's legal department; develop and present fiduciary trainings; and work with other groups within FPTC to creatively solve problems that affect FPTC's trusts. This role can work out of our Merrimack, New Hampshire or Greenville, Delaware offices. The Expertise and Skills You...