Job Description
Description We are looking for a Senior Trust Administrator to join a respected firm specializing in wealth management in Boston, Massachusetts. This role is ideal for professionals who excel in client-facing environments and have extensive knowledge of trust and estate administration. The position focuses on providing personalized service to families while managing intricate fiduciary relationships and financial matters.
Responsibilities:
• Administer and oversee trust and estate accounts, ensuring compliance with regulations and accuracy in all transactions.
• Manage account activities such as distributions, cash flow operations, and asset transfers.
• Collaborate with investment, tax, and operations teams to deliver comprehensive client solutions.
• Support investment-related processes, including reporting and executing trades.
• Maintain meticulous documentation and safeguard the integrity of client records.
• Provide insights and recommendations on fiduc...
Responsibilities:
• Administer and oversee trust and estate accounts, ensuring compliance with regulations and accuracy in all transactions.
• Manage account activities such as distributions, cash flow operations, and asset transfers.
• Collaborate with investment, tax, and operations teams to deliver comprehensive client solutions.
• Support investment-related processes, including reporting and executing trades.
• Maintain meticulous documentation and safeguard the integrity of client records.
• Provide insights and recommendations on fiduc...