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Trust Advisor #27054

Trust Advisor

Salary: DOE

Open to all levels of trust administration experience

Do you have a vast knowledge of trusts and want to advance your career? A well-established investment management firm is hiring a Trust Advisor to join its innovative team in Boston, MA. In this role, you will perform a wide range of complex trust administration functions requiring a vast knowledge of trusts, estate planning, investments and tax laws.

Responsibilities

  • Trust Advisor will research and review probate, fiduciary, income, retirement plan and estate planning issues and law
  • Review and interpret past and existing trust instruments on a regular basis
  • Administer new and existing accounts
  • Manage and oversee projects or tasks as identified by the COO and in conjunction with Trustees
  • Be an active member of the Trust Administration Committee
  • Review current office policies for the purpose of improving processes and efficiencies
  • Develop and maintain a high level of proficiency using a variety of technological resources and database applications

Requirements

  • Bachelor’s Degree
  • Open to all levels of trust administration experience
  • JD and/or LLM preferred but not required
  • High level of computer competencies in Microsoft Excel and Word and Accounting/Portfolio Management Systems
  • Strong analytical and problem solving skills
  • Demonstrated success in a personal client service environment
  • Excellent verbal, written, analytical and editing skills

JLES

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

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