Trustee Executive Assistant

Boston, MA 02110

Posted: 03/19/2019 Employment Type: Direct Hire Specialty: Office Services Job Number: 83294

A top law firm in Boston’ s Financial District is seeking a Trustee Executive Assistant to join their team. As the Trustee Executive Assistant, you will be responsible for a wide range of both routine and complex administrative and secretarial duties. The nature of this position results in significant exposure to estate planning and investment management and requires knowledge of trust client issues. Apply today!

Responsibilities for the   Trustee Executive Assistant:
  • Respond to all client calls
  • Compose and package correspondence, memoranda and reports, from draft form to completion, based on dictated data and other sources
  • Serve as the primary liaison between Trustees, Clients, the Trust Company personnel, and various external resources
  • Organize meetings and appointments and arrange travel and conference schedules
  • Manage calendar
  • Manage and coordinate processes and successfully prioritize multiple tasks using sound judgment
  • Develop and maintain a high level of proficiency using a variety of technological resources and database applications
  • Work effectively with multiple departments following established procedures, ensuring high quality completion of Client and Trustee requests
  • Review, route, monitor and answer incoming correspondence
  • Support, work closely with, and provide back up for other Trustee teams, including the receptionist when needed

Requirements for the  Trustee Executive 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 eligible to work in the U.S. without sponsorship        

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