- Location: Boston, MA
- Type: Direct
- Job #26126
Trust Advisor (Hybrid, Boston)
A successful family office, located in Boston, is actively seeking a 6-8+ year Trust Advisor to join their team. The ideal candidate has a strong wealth management/trust background and has a CTFA certification. This is a hybrid role (3 days onsite) offering a strong compensation package. If you’re interested in the Trust Advisor role, please keep reading.
Responsibilities and Qualifications:
- Responsible for reviewing and interpreting draft and existing trust instruments
- Consistently communicating with clients, tax preparers, attorneys, and other advisors
- Responsible for providing knowledge and guidance over administering new and existing accounts
- Responsible for any of the following processes: account openings, distributions, terminations, GST administration, gifts etc.
- Bachelor’s Degree required
- 6-8+ years of trust administration experience required
- Strong technical skills, including MS Office (Excel, Word etc.)
- CTFA designation required, or commitment to obtaining said designation
- Must be willing to work on a hybrid schedule in Boston
This is a full-time position that is offering a hybrid work schedule and a strong compensation package. If you’re interested in the Trust Advisor role, please submit your resume to Hali Siegel at [email protected].
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