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Loring, Wolcott & Coolidge Trust, LLC
Boston, MA, United States
As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust admin
Job Source: Loring, Wolcott & Coolidge Trust, LLCFanning Personnel
Boston, MA, United States
Help to administer a small group of assigned accounts in accordance with their document terms and assist the Trustees with the administrative decisions of those accounts. Assists Trust Advisors, Trustees, Lawyers, and Clients in handling routine and non-routine transactions, including client bill-paying, account maintenance, scheduling, and paymen
Job Source: Fanning PersonnelCFA Institute
Boston, MA, United States
Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management and administration of trust accounts, and for working with CCPW partners to introduce trust cl
Job Source: CFA InstituteFocus Resourcing
Boston, MA, United States
An opportunity has arisen for a Trusts Fundraising Executive paying an annual salary of £28000. Ideally you have worked in a fundraising environment and preferably within grant-giving trusts. The role is hybrid with one day in London office in NW1 The successful Trusts Fundraising Executive will be responsible for: To deliver excellent customer c
Job Source: Focus ResourcingJobot
Boston, MA, United States
Well-known Mid-Size Law Firm Located in the Financial District Seeks Trust and Estates Paralegal with 3+ Years Experience to Join Growing Team! Low Billable Hour Requirement, Flexible Work Environment, Great Benefits! This Jobot Job is hosted by: Hayley Christina Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resu
Job Source: JobotUMB Bank
Boston
UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other trans
Job Source: UMB BankFanning Personnel, a Division of Masis Staffing Solutions
Boston, MA, United States
Trust & Estate Planning Administrator opening located at a wealth management firm in Boston I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual
Job Source: Fanning Personnel, a Division of Masis Staffing SolutionsPwC
Boston
**Specialty/Competency:** IFS - Clients & Markets **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% **Job Requirements and Preferences** : **Basic Qualifications** : **Minimum Degree Required** : High School Diploma **Minimum Years of Experience** : 4 year(s) of sales, marketing or PwC experience **Pref
Job Source: PwCBoston, MA, United States
Trust Advisors work with multi-generational families with diverse needs and administer accounts including trusts, IRA's, investment management accounts, foundations and partnerships functioning as family investment funds. Trust Advisors are supported by Trust Assistants to facilitate to the day-to-day administration of accounts:
Assist Trustees with administrative decisions; ensure that assigned accounts are administered in accordance with their document terms.
Frequent direct contact with multiple generations of family members in person and via phone and email.
Support the WMG partners and clients on a range of subjects including financial, personal, and estate planning matters.
Monitors cash flow and performs budget analysis. Assists family members with general financial planning decisions. Coordinates specialized reporting as required.
Coordinate account activity, including, but not limited to, receipts and disbursements related to assets and beneficiary needs, opening, funding and closing accounts and facilitating charitable and non-charitable gifts.
Oversees asset custody. Coordinates with external advisors and family consultants.
Monitor cash levels in accounts to ensure that all client needs can be met at all times.
Ensure that inter departmental communication is effective and that all account information is relayed and processed in accordance with established protocols. Coordinate service with other WMG departments: investments, tax, operations and legal.
Assume additional duties as assigned.
Essential Competencies:
Works proactively with others to support efforts within a department or function of the Firm.
Organizes and prioritizes assignments and serves as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards.
Maintains current knowledge of trends and developments affecting the area of specialization.
Uses innovative thinking and exercises sound judgment to achieve results.
Qualifications :
Financial, accounting, or legal background including a related degree required.
Strong understanding of income taxes and investments including partnership, trust, estate planning, and estate/gift tax knowledge.
Minimum of 3 years of experience working with high net worth clients required.
Able to work well with a wide range of personalities.
Complex project management skills along with the ability to work on multiple teams and several projects at one time. Proven track record of success in leading projects to a successful completion under inflexible deadlines.
Strong analytical skills and the ability to draft complex reports and spreadsheets.
Ideally CFP
Required Years of Experience :
3
Additional Info :
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Trust Advisor jobs in Boston, MA, United States
ⓘ There was an unexpected error processing your request.
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