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Trust Coordinator to $80K – Client Facing Role!
Our client, a professional services organization, is seeking a Trust Coordinator to help streamline operational efficiencies and provide administrative support across their team. This role focuses on coordinating account activity, managing documentation, and becoming a reliable contact for daily requests. The ideal candidate brings 1+ years of experience in a financial, administrative, or client services environment.
Position Details:
- Location: Boston, MA
- Work Model: Hybrid
- Degree: Preferred
- Responsibilities include supporting ongoing administration of client accounts and related documentation; coordinating routine financial and administrative requests; preparing and editing correspondence, reports, and client-facing materials; managing calendars, meetings, and scheduling logistics; maintaining organized electronic records and filing systems; responding to internal and external inquiries with professionalism; assisting with team coverage and overflow support; and contributing to special projects as needed.
- The ideal candidate possesses prior experience in financial services, professional services, or client support; strong organizational and prioritization skills; clear written and verbal communication abilities; comfort working with multiple stakeholders; proficiency with Microsoft Office and basic spreadsheets; a high level of discretion and attention to detail; and the ability to adapt in a fast-paced, deadline-driven environment.
This opportunity offers competitive compensation, bonus eligibility, and strong benefits!
AP1454394BOS_1776191012