Position Overview
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:
β’ Administer and oversee trust and estate accounts, ensuring compliance with regulations and accuracy in all transactions.
β’ Manage account activities such as distributions, cash flow operations, and asset transfers.
β’ Collaborate with investment, tax, and operations teams to deliver comprehensive client solutions.
β’ Support investment-related processes, including reporting and executing trades.
β’ Maintain meticulous documentation and safeguard the integrity of client records.
β’ Provide insights and recommendations on fiduc...