Trust Advisor

Boston, MA 02101

Posted: 08/22/2018 Employment Type: Direct Hire Industry: Job Number: 106062 Pay Rate: $100,000.00 - $110,000.00


Our client, a wealth management firm in Boston is looking to hire a Trust Advisor.   Reporting to the Manager of Trust Administration, this position provides support to the Trustees and Clients.   The Trust Advisor performs a wide range of complex trust administration functions requiring a vast knowledge of trusts, estate planning, investments and tax laws while maintaining a high level of client contact.

 

Responsibilities:

• Research and review probate, fiduciary, income, retirement plan and estate planning issues and law

and apply them effectively to individual client circumstances.

• Review and interpret past and existing trust instruments on a regular basis.

• Provide thought leadership to improve processes and training as needed to other members of the

team.

• Administer new and existing accounts, including all aspects of the account opening process, account

distributions, terminations, death, gift and GST administration and gift tax return preparation.

• Manage and oversee projects or tasks as identified by the COO and in conjunction with Trustees,

and other team members.

• Work with Client Services to ensure a consistent and comprehensive approach, following standard

office policies and procedures. Work with team on resolving procedural and administrative issues as

they pertain to accounts.

• Be an active member of the Trust Administration Committee.

• Review current office policies for the purpose of improving processes and efficiencies.

• Support, work closely with, and provide backup to other Trustees during periods when other Trust

Advisors are away from the office.

• Effectively manage multiple on-going projects, coordinate processes and successfully prioritize

multiple tasks with good judgment.

• Develop and maintain a high level of proficiency using a variety of technological resources and

database applications.

• Work effectively with multiple office departments following established procedures, ensuring high

quality completion of client and trustee requests.

 

• 7 + years of previous trust administration experience

• J.D. And/or LL.M preferred

• High level or in-depth computer competencies: MS Excel and Word, Accounting/Portfolio

Management Systems (Sungard’ s AddVantage, CRD, Thompson One, Baseline, Bloomberg, etc.)

• Demonstrated success in a personal client service environment

• Ability to handle complex, sensitive and confidential material with good judgment, maturity and

an optimistic outlook, even in high stress situations

• Consistent and strong follow-up skills with a strong attention to detail

• Excellent verbal, written, analytical and editing skills

• Must be able to learn new concepts and computer applications within a complex and demanding

environment

 

About ACE Employment Services, Inc.: In 1989, ACE Employment Services, Inc. was founded to give companies in Massachusetts a personal and consultative approach to staffing. With a small internal staff and dedication, honestly and hard work we landed on the Boston Business Journal’ s Largest Temp Placement Firms in Massachusetts at #11. ACE Employment Services, Inc. is your partner for direct, temporary and temp-to-hire solutions. Learn more at www.AceBoston.net
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