Trust Assistant

Boston, MA 02109

Posted: 02/25/2019 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 83125

Interested in working for a multifamily trust office in Boston, MA? Our client is seeking a Trust Assistant to join their team. In this role, you can enjoy generous benefits including 100% covered health insurance and four weeks of vacation time. Interested? Apply today!

Responsibilities for the Trust Assistant:
  • Proactively assist clients
  • Handle all facets of client communication
  • Coordinate all interaction with office's custodian bank 
  • Assist with investment tasks, including preparing investment reviews and recommendation sheets and spreadsheets

Requirements for the Trust Assistant:
  • Excellent knowledge of Excel
  • Knowledge of SEI trust accounting systems, estate planning, trust administration and trust income taxation helpful (but not required)
  • 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
  • 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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