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Associate Trust Officer - Trusts & Estates #30149

Associate Trust Officer - Trusts & Estates

Salary: Up to $100K

3 years of related experience in Trust & Estate required

Ranked amongst the largest law firms in Massachusetts, our client has an immediate opening for a Trust Officer to support in the Trust Department of its Estate, Financial & Tax Planning Practice Area in their metro west offices.

Responsibilities

  • Associate Trust Officer - Trusts & Estates will use SunGard trust accounting software
  • Marshalling of assets
  • Trust and estate distributions
  • Preparation of fiduciary accountings
  • Compilation of information for preparation of federal and state estate tax, gift tax, fiduciary income tax, and personal income tax returns
  • Responsibilities include investment administration but not portfolio management

Requirements

  • Bachelor’s Degree
  • 3+ years of related experience in Trust & Estates 
  • The Certified Trust and Fiduciary Advisor designation and/or a law degree is preferred
  • Superior written and oral communication skills are necessary

Categories: Direct Hire|Legal Jobs, Region| Worcester - Massachusetts, Region| Hybrid

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BPTW 2022

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