Opportunity Description
Description
Our client, a successful law firm, is looking for a detail-oriented and resourceful Trust Administrator to join their team in Boston, Massachusetts. In this role, you will play a key part in managing trust accounts, assisting clients with their financial needs, and ensuring the
Location: Boston, MA
Salary: $140,000 - $160,000 (depending on experience) + amazing benefits!
Schedule: Hybrid (3 days in, 2 days remote)
Responsibilities:
+ Carefully and consistently guard the privacy of client and firm information.
+ Proactively assist clients. Identify issues that need to be addressed (related to gift taxes, estate planning needs, etc.)
+ Serve and anticipate needs of clients. Calculate and monitor distributions from accounts. Monitor money market balances to ensure that adequate cash is available for upcoming account activity.
+ Effectively document and communicate client and account issues...
Our client, a successful law firm, is looking for a detail-oriented and resourceful Trust Administrator to join their team in Boston, Massachusetts. In this role, you will play a key part in managing trust accounts, assisting clients with their financial needs, and ensuring the
Location: Boston, MA
Salary: $140,000 - $160,000 (depending on experience) + amazing benefits!
Schedule: Hybrid (3 days in, 2 days remote)
Responsibilities:
+ Carefully and consistently guard the privacy of client and firm information.
+ Proactively assist clients. Identify issues that need to be addressed (related to gift taxes, estate planning needs, etc.)
+ Serve and anticipate needs of clients. Calculate and monitor distributions from accounts. Monitor money market balances to ensure that adequate cash is available for upcoming account activity.
+ Effectively document and communicate client and account issues...
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