Trust Advisor

Boston, MA 02110

Posted: 09/27/2018 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 82159

Our client in Boston, MA is seeking a Trust Advisor to join their team. The Trust Advisor performs a wide range of complex trust administration functions requiring a vast knowledge of trusts, estate planning, investments and tax laws while maintaining a high level of client contact. The nature of this position results in significant exposure to trusts, estate planning and investment portfolio management activity. Integrity, discretion, and respect for confidential information are absolutely essential. Apply today!

Responsibilities for the Trust Advisor:
  • Research and review probate, fiduciary, income, retirement plan and estate planning issues and law and apply them effectively to individual client circumstances
  • Review and interpret past and existing trust instruments on a regular basis
  • Provide thought leadership to improve processes and training as needed to other members of the team
  • Administer new and existing accounts, including all aspects of the account opening process, account distributions, terminations, death, gift and GST administration and gift tax return preparation
  • Manage and oversee projects or tasks as identified by the COO and in conjunction with Trustees and other team members
  • Work with Client Services to ensure a consistent and comprehensive approach, following standard office policies and procedures. Work with team on resolving procedural and administrative issues as they pertain to accounts
  • Be an active member of the Trust Administration Committee
  • Review current office policies for the purpose of improving processes and efficiencies
  • Support, work closely with, and provide backup to other Trustees during periods when other team members are away from the office
  • Effectively manage multiple on-going projects, coordinate processes and successfully prioritize multiple tasks with good judgment
  • Develop and maintain a high level of proficiency using a variety of technological resources and database applications
  • Work effectively with multiple office departments following established procedures, ensuring high quality completion of client and trustee requests
Requirements for the Trust Advisor:
  • 7 + years of previous trust administration experience
  • J.D. and/or LL.M preferred
  • High level or in-depth computer competencies: MS Excel and Word, Accounting/Portfolio Management Systems (Sungard’ s AddVantage, CRD, Thompson One, Baseline, Bloomberg, etc.)
  • Demonstrated success in a personal client service environment
  • Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook, even in high stress situations
  • Can take initiative, work with limited direction, complete loosely-defined tasks, and find ways to leverage time of Trustees and Senior Management and add value to the company
  • Consistent and strong follow-up skills with a strong attention to detail
  • Excellent verbal, written, analytical and editing skills
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                   

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