- Location: Boston, MA
- Type: Direct
- Job #26113
Trust Advisor – Boston, MA
A well-established fiduciary services firm is seeking an experienced Trust Advisor to support Trustees and clients with complex trust administration. This role requires the ability to handle multiple client and Trustee needs independently while adapting to various working styles.
The Trust Advisor will be responsible for a broad range of trust administration functions, requiring expertise in trusts, estate planning, investments, and tax laws. This position demands frequent client interaction and a proactive, solutions-oriented mindset. Integrity, discretion, and respect for confidential information are essential in this role.
This is a permanent opportunity offering $130k-$160k depending on experience. Candidates MUST be located in MA and be able to work on-site.
Key Responsibilities:
- Trust & Estate Administration: Research and analyze probate, fiduciary, income tax, retirement plans, and estate planning matters to provide tailored solutions for clients.
- Trust Instrument Review: Regularly review and interpret both draft and existing trust documents.
- Client & Advisor Communication: Maintain regular communication with clients, attorneys, tax professionals, and financial advisors.
- Leadership & Process Improvement: Contribute thought leadership to enhance internal processes and provide training support for team members.
- Account Oversight: Administer new and existing trust accounts, including account openings, distributions, terminations, death and gift administration, GST matters, and gift tax return preparation.
- Project Management: Lead projects or tasks assigned by senior leadership, collaborating with Trustees and team members to ensure efficiency and accuracy.
- Collaboration Across Departments: Work with Client Services and other teams to maintain a consistent and comprehensive approach while ensuring adherence to office policies and procedures.
- Fiduciary Risk Management: Participate in fiduciary risk management initiatives and committees as assigned.
- Policy & Process Review: Assess and recommend improvements to office policies and workflows to enhance efficiency.
- Team Support & Backup: Provide backup support for colleagues during absences and contribute to overall team effectiveness.
- Multi-Project Management: Successfully coordinate multiple projects and prioritize tasks with sound judgment.
- Technical Proficiency: Develop and maintain expertise in relevant technology and database applications.
- Other Duties: Complete additional responsibilities as assigned by senior leadership.
Qualifications & Skills:
- 7+ years of experience in trust administration.
- Certified Trust and Fiduciary Advisor (CTFA) designation or a commitment to obtaining it.
- Proficiency in MS Excel and Word, along with experience using Accounting/Portfolio Management Systems (e.g., SunGard’s AddVantage, ProFx, Estate Planning Tools, Charitable Financial Planner).
- Demonstrated success in a client service environment.
- Ability to handle complex, sensitive, and confidential matters with professionalism and sound judgment, even in high-pressure situations.
- Self-motivated with the ability to work independently and manage loosely defined tasks while supporting Trustees and senior management.
- Willingness to learn new areas of responsibility and continuously develop expertise.
- Strong attention to detail and follow-up skills.
- Excellent verbal, written, analytical, and editing skills.
- Capacity to quickly learn and adapt to new concepts and software in a demanding environment.
- A proactive and accountable approach to responsibilities, ensuring deadlines are met.
- Strong work ethic, commitment to accuracy, and a solution-oriented mindset.
- A positive, team-oriented attitude with a willingness to contribute beyond standard expectations.
If you are interested in this opportunity, please apply or email your resume to Allie at [email protected].
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