To Apply for this Job Click Here
Extremely competitive opportunity to join an all-star Trust Administration team at a prestigious Boston wealth management firm. The position will involve frequent interaction with high-net worth clients regarding a myriad of trust related account needs. Day to day responsibilities will include disbursement of funds in accordance to established contracts and coordinating account activity, assisting clients with financial and estate planning matters, running reports and providing assistance on any and all matters that arise relating to client trust accounts. A successful candidate will have a minimum of 3 years in a similar role either in a legal or financial environment. Candidates will have a strong command of trusts administratration, income taxes and investments, estate planning and estate/gift tax knowledge.
The firm offers a highly comprehensive benefits package, a strong compensation/bonus structure and an incredible collaborative working culture. This is a HYBRID role (3 days in/2 WFH).
1342778RCC_1761324651