Trustee Assistant

Boston, MA 02110

Posted: 08/15/2018 Employment Type: Direct Hire Specialty: Office Services Job Number: 81766

A top law firm in Boston’ s Financial District is seeking a Trustee Assistant to join their team. As the Trustee Assistant, you will provide administrative support to several of the firm’ s trustees. This role is responsible for a wide range of both routine and complex administrative and secretarial duties.  It involves handling specific Client and Trustee needs. The nature of this position results in exposure to trusts, estate planning and investment portfolio management activity. Apply today!

Responsibilities for the Trustee Assistant:
  • Serve as a liaison between Trustees, Clients, the Trust Company personnel, and various external resources
  • Exercise poise and tact for extensive Client interaction
  • Support, work closely with and provide back-up for the Trustee Assistants, to include the Receptionist, with all aspects of Client and Trustee requests as needed
  • Manage and coordinate processes and successfully prioritize multiple tasks using sound judgment
  • Serve as backup receptionist, when necessary
  • Develop and maintain a high level of proficiency using a variety of technological resources and database applications, particularly excel and word
  • Work effectively with multiple departments following established procedures, ensuring high quality completion of Client and Trustee requests
  • Gather, compile and report relevant information to the Trustee, firm and our Clients
  • Assist in composing and packaging correspondence, memoranda and reports, from draft form to completion, based on dictated data and other sources
  • Organize, schedule and set up internal meetings
  • Photocopy, file paper and electronic documents, and perform data entry on various systems
Requirements for the Trustee Assistant:
  • Bachelors’ Degree or equivalent work experience required - participation in trust school preferred
  • 5+ years of previous working experience as an executive/administrative assistant in an investment, finance, banking, or professional services environment
  • Familiarity with primary asset classes, investment strategies and trust business
  • High level of computer competencies: MS Excel, Word, Outlook and PowerPoint; calendar management, Sungard’ s AddVantage, and Hummingbird
  • Demonstrated success in a personal client service environment
  • Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook
  • Consistent and strong follow-up skills with attention to detail
  • Ability to self-direct and set priorities as well as work in a team setting
  • Excellent communication, written, analytical and editing skills
  • Must be able to learn new concepts and computer applications within a complex and demanding environment
  • Must be eligible to work in the U.S. without sponsorship                     
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