Senior Relationship Administrator

TL;DR

Senior Relationship Administrator (Trust and Investment Administration): Administering personal, retirement, entity, and trust accounts while ensuring compliance, accurate transactions, and responsive client service with an accent on account operations, tax coordination, and risk-sensitive administration. Focus on reviewing account activity, calculating and distributing RMDs, coordinating custodial and tax documentation, and resolving complex issues with clients, beneficiaries, and external professionals.

Location: Portland, Maine, with a hybrid schedule requiring 3 office days and 2 work-from-home days per week.

Salary: $70,000–$80,000 annually, dependent on experience, plus an annual bonus opportunity.

Company

hirify.global provides financial planning, trustee services, investment management, and Employee Stock Ownership Plan administration for families and institutions.

What you will do

• Administer assigned personal, IRA, entity, retirement, and trust accounts in line with governing documents, regulations, and internal policies.
• Coordinate account openings and closures, including paperwork, asset distributions, custodial platform updates, and cost-basis collection.
• Oversee daily, monthly, and annual transactions such as deposits, disbursements, RMDs, gifts, and tax estimate payments.
• Conduct annual administrative reviews, verify tax coding and transaction descriptions, and quality-check account disbursements.
• Calculate, distribute, track, and communicate RMDs with clients and beneficiaries.
• Coordinate with operations, tax teams, outside accountants, and trust professionals on tax forms, K-1s, 1099s, and account administration.

Requirements

• At least 5 years of directly related experience in an investment advisory firm, trust company, law firm trust and estate department, or bank trust department.
• Excellent written and verbal communication skills, with the ability to communicate independently and professionally.
• Strong attention to detail, accuracy, confidentiality, diplomacy, and customer service skills.
• Ability to identify exceptions, assess risk, determine next steps, and escalate issues appropriately.
• Experience with software such as Black Diamond Trust, Fidelity, Charles Schwab, SharePoint, or Tamarac.
• Knowledge of trusts, retirement plans, and trust administration, with the ability to learn additional plan types and procedures.

Nice to have

• CTFA or another advanced professional designation.
• Investment firm experience.

Culture & Benefits

• Hybrid work schedule with 3 office days and 2 remote days each week.
• Health, dental, and vision coverage through a flexible plan.
• Two retirement plans, including a 401(k) and ESOP.
• Free parking near the Portland office.
• Annual salary reviews, career growth opportunities, autonomy, and a collaborative work environment.