Trust Advisor

Boston, MA 02110

Posted: 01/17/2019 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 82870

A leading financial services company in Boston, MA is looking for a Trust Advisor to join their team. In this position, you will perform 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. As the Trust Advisor, you will report to the Manager of Trust Administration. A successful candidate will need to regularly meet new challenges with an open mind, be solutions-oriented, and provide optimistic responses.    

Benefits for the Trust Advisor:
  • Medical, Dental, Vision Insurance
  • Short Term/Long Term Disability
  • Life/AD&D Insurance
  • 401(K) Plan
  • Healthcare Flexible Spending Account (FSA)
  • Commuter Benefit and Parking Programs
  • Parental Leave

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, etc.
  • 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
  • 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 Trust Advisors are away from the office
  • Develop and maintain a high level of proficiency using a variety of technological resources and database applications

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.)
  • Demonstrate 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
  • Willingness to learn new areas of job responsibilities
  • Consistent and strong follow-up skills with a strong attention to detail
  • Excellent verbal, written, analytical and editing skills
  • Be able to learn new concepts and computer applications within a complex and demanding environment
  • 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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