Trust Assistant

Boston, MA 02109

Posted: 09/17/2018 Employment Type: Direct Hire Specialty: Office Services Job Number: 82061

A multifamily trust office based in Boston, MA is seeking a Trust Assistant for a partner. At this trust office, the staff values their commitment to their clients and their needs. In this role, you will be responsible for assisting all facets of client communication. In this position, you will receive generous benefits including four weeks of vacation time. If you’ re interested in the Trust Assistant position, apply today!

Responsibilities for the Trust Assistant:
  • Assist clients proactively
  • Handle all facets of client communication
  • Coordinate all interaction with trust office’ s custodian bank
  • Assist with investment tasks
Requirements of the Trust Assistant:
  • Excellent knowledge of Microsoft Excel
  • Ability to work independently and to completion
  • Strong accuracy and attention to detail
  • Knowledge of SEI trust accounting systems, estate planning, trust administration, and trust income taxation is preferred
  • Must be eligible to work in the U.S. without sponsorship

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