Trust Advisor

  • 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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