Trust Advisor

Boston, MA 02110

Posted: 02/27/2019 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 83148

A well-established law firm in Boston, MA is seeking a Trust Advisor to join their team. As the Trust Advisor, you will work with multi-generational families with diverse needs and administer accounts including trusts, IRA’ s, investment management accounts, foundations and partnerships functioning as family investment funds. Apply today!

Responsibilities for the Trust Advisor:
  • Assist Trustees with administrative decisions; ensure that assigned accounts are administered in accordance with their document terms
  • Frequent direct contact with multiple generations of family members in person and via phone and email
  • Support partners and clients on a range of subjects including financial, personal, and estate planning matters
  • Monitor cash flow and perform budget analysis
  • Assist family members with general financial planning decisions
  • Coordinate specialized reporting as required
  • Coordinate account activity, including, but not limited to, receipts and disbursements related to assets and beneficiary needs, opening, funding and closing accounts and facilitating charitable and non-charitable gifts
  • Oversee asset custody (at the firm and outside institutions)
  • Coordinate with external advisors and family consultants
  • Monitor cash levels in accounts to ensure that all client needs can be met at all times
  • Coordinate service with other departments: investments, tax, operations and legal
  • Organize and prioritize assignments and serve as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards
Requirements for the Trust Advisor:
  • Bachelor’ s Degree with relevant financial services industry experience
  • Financial, accounting, or legal background including a related degree required
  • Strong understanding of income taxes and investments including partnership, trust, estate planning, and estate/gift tax knowledge
  • 3+ years of experience working with high net worth clients
  • Complex project management skills along with the ability to work on multiple teams and several projects at one time
  • Strong analytical skills and the ability to draft complex reports and spreadsheets
  • Strong Excel skills and a proficient user of all other MS Office Suite products
  • Must be eligible to work in the U.S. without sponsorship              

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