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Trust Advisor (2 openings) #29356

Trust Advisor (2 openings)

Salary: $75K - $130K

1-3 years of experience or 7+ years of experience required

A wealth management organization is seeking two Trust Advisors to join their Trust Administration Department. In this role, you will work with multi-generational families with diverse needs and administer accounts including trusts, IRA’s, investment management accounts, foundations, and partnerships functioning as family investment funds. 

Responsibilities 

  • Trust Advisor will assist Trustees with administrative decisions; ensure that assigned accounts are administered in accordance with their document terms
  • Frequent direct contact with multiple generations of family members in person and via phone and email
  • Support the company’s partners and clients on a range of subjects including financial, personal, and estate planning matters
  • Monitor cash flow and perform budget analysis
  • Assist family members with general financial planning decisions
  • Coordinate account activity, including, but not limited to, receipts and disbursements related to assets and beneficiary needs, opening, funding, and closing accounts, and facilitating charitable and non-charitable gifts
  • Oversee asset custody
  • Coordinate with external advisors and family consultants
  • Monitor cash levels in accounts to ensure that all client needs can be met at all times
  • Ensure that interdepartmental communication is effective and that all account information is relayed and processed in accordance with established protocols
  • Coordinate service with other company departments: investments, tax, operations, and legal

Requirements

  • Financial, accounting, or legal background including a related degree required
  • 1-3 years of experience or 7+ years of experience required
  • Strong understanding of income taxes and investments including partnership, trust, estate planning, and estate/gift tax knowledge
  • Able to work well with a wide range of personalities
  • Complex project management skills along with the ability to work on multiple teams and several projects at one time
  • Proven track record of success in leading projects to a successful completion under inflexible deadlines
  • Strong analytical skills and the ability to draft complex reports and spreadsheets
  • Strong Excel skills and a proficient user of all other MS Office Suite products
  • Adaptability to learn and become an expert in new applications with limited formal training

Categories: Direct Hire|Legal Jobs, Region| Metro Boston - Massachusetts

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