Trust Coordinator

Job Description

Trust Advisor

Location: Boston, MA

Hybrid: 3 days onsite

Employees: 500 Team Size: 10-15

Industry: Law Firm

Trust Coordinator will provide direct administrative support for assigned Trust Advisors and small subset of Wealth Management Clients.

Most Important Responsibilities:

Help to administer a small group of assigned accounts per their document terms and assist the Trustees with the administrative decisions of accounts.

Assist Trust Advisors, Trustees, Lawyers, and Clients in handling routine and non-routine transactions, including client bill-paying, account maintenance, scheduling, and payment of domestic household help, insurance matters, gifting programs, and other tasks as directed.

Respond to internal and external client requests.

Screen and direct phone calls and client inquiries to appropriate parties. Coordinate email and voicemail messages to Trust Advisor specifications.

Process incoming and outgoing mail throughout the day and respond immediately to urgent mail.

Coordinate internal and external client meetings, including reserving conference rooms, registering visitors to the building, etc.

Assist with document productions including letters, memorandums, charts, family trees, and spreadsheets.

Assist with special projects including administration of grant programs for client foundations, large mailings for family funds, and research projects.

What you can bring to the table to impact this role, team, and organization:

Bachelor’s degree in financial, accounting, legal, or related field

1-2 years of experience in a financial service setting with estate and trust experience

Experience managing projects and tasks with multiple stakeholders to a successful conclusion under inflexible deadlines.

Able to work with multiple supervisors and should be able to work independently while keeping supervisors informed.

Strong Excel skills and proficient user of MS Office Suite products.

Strong oral and written communication skills.

Benefits: Medical, Vision, Dental, PTO, Sick Time, 401K matching, stock opportunity

Compensation: 70K