Private Wealth Administrator (Finance)

TL;DR

Private Wealth Administrator (Finance): Providing administrative and transaction support for trust and wealth accounts of high-net-worth clients with an accent on fiduciary oversight and client relationship management. Focus on facilitating onboarding, monitoring account compliance, and delivering tailored financial solutions for beneficiaries.

Location: Springfield, Massachusetts

Salary: $67,400-$88,400

Company

hirify.global is a provider of trust and fiduciary services partnering with financial professionals to preserve, grow, and transfer wealth for their clients.

What you will do

• Support onboarding and administration of trust and wealth accounts, including cash activity and estate settlement.
• Serve as the primary contact for beneficiaries within LifeBridge and RetireGuard programs.
• Monitor accounts for cash levels and overdrafts to ensure accurate and compliant fiduciary handling.
• Analyze client needs and deliver solutions using product, fiduciary, and internal resource expertise.
• Partner with Private Wealth Managers in client meetings and execute necessary follow-up actions.
• Collaborate with internal Risk, Investment, and Trust Administration committees to ensure policy adherence.

Requirements

• Bachelor’s degree or 5+ years of customer service, trust administration, and/or relationship management experience.
• 3+ years of specific experience in trust administration or relationship management.
• Proficiency with Microsoft Office suite (Word, Excel, Teams, PowerPoint, Outlook).
• Must be able to pass a non-registered fingerprinted background check to qualify under FINRA.

Nice to have

• Successful completion of Cannon Trust School Level 1.
• Familiarity with corporate trusts, trust accounting principles, and private banking services.
• Experience with RIAs, broker/dealers, and trust accounting platforms.
• Proficiency with AI tools such as Copilot.

Culture & Benefits

• Purpose-driven organization that values long-term impact over short-term outcomes.
• Collaborative environment with clear areas of ownership and accountability.
• Access to learning, development, and internal networks for continuous growth.
• Employee-led communities and forums that foster connection and inclusion.
• Culture grounded in integrity, responsibility, and stewardship.