Trust and Estate Administrator - Up to $70K

Boston, MA 02109

Posted: 10/02/2019 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 84797

One of Boston’ s unique private multifamily trust office is seeking a Trust and Estate Administrator to join their team. If you have experience in trust and estate and have great Excel skills, apply today!

Compensation: Up to $70K

Responsibilities for the Trust and Estate Administrator:
  • Trust administration
  • Responsible for principal and income accounting
  • Read and understand trust instruments
  • Probate Court accounting procedures
  • Review and process annual accounts for the firm’ s clients
  • Open and close all accounts
Requirements for the Trust and Estate Administrator:
  • Bachelor’ s degree or past experience in Trust and Estate
  • Successful candidate will be a self-starter, organized, able to work independently and work to completion
  • Time management skills, accuracy and attention to detail are vital
  • Knowledge of Excel
  • 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   
Employee Benefits:
  • 4 weeks paid vacation
  • 100% benefits covered to start including health insurance, dental insurance, and more
  • Good work/life balance


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