Trust Advisor
Description:
Job Description
Our client is a Wealth Management firm looking to bring a Trust Advisor to the team. This is a hybrid role, 3 days in office. They are in Boston.
The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
Ideal candidate will bring 7+ years of trust or estates experience. Bachelor’s degree is required. CTFA and JD is big plus. Strong communication skills since this position will be working with clients.
Please email Matthew.Baker@roberthalf or reach out to me on LinkedIn for immediate consideration