Trust Administrator
We are currently seeking candidates for a Trust Administrator at a global financial institution with a location in Downtown Boston, MA, 02111. This is a full-time permanent role; the yearly salary is $85K to $95K (based on relevant work experience) within a 40-hour work week. The ideal candidate will have 3+ years trust administration experience within the asset management/financial services industry. On-site 5 days per week.
RESPONSIBILITIES:
- Interpret trust documentation and ensure timely and correct client investment activity
- Monitor the trade and settlement flow of client investment activity
- Monitor cash disbursements and cash payments
- Timely resolution of all outstanding exceptions
- Maintain client relationships
- Monitor the settlement of trades, wire transfers and ensure timely settlement
- Monthly and quarterly client reporting
- Frequent interaction with clients and external auditors
REQUIREMENTS:
- Three + years of related trust administration experience
- Bachelor’s degree
- Proficiency in MS Office Suite, including Word, Excel, Outlook and PowerPoint
- Excellent organizational skills
- Effective communicator, comfortable interacting with different people and departments
- Must be highly organized and able to manage time extremely well
- Must be a dependable team player who works collaboratively and cooperatively with others in a team-oriented environment
For immediate consideration, interested and qualified candidates please email an updated resume in a Word document to
hgorman@daleyaa.com.
Key terms:
Trust Administrator, corporate trust, CDO, CLO, structured finance
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