Sr. Trust Administrator

A top RIA in Boston is seeking a Trust/Sr. Administrator to provide direct and indirect client support for all client account management needs. The successful candidate will work closely with the firm’s partners and other departments, acting as the primary point of contact for assigned clients regarding account administration.

• Work with multi‑generational families to administer accounts including trusts, IRAs, investment management accounts, and foundations, ensuring compliance with document terms.
• Coordinate account activity such as receipts and disbursements, opening, funding, and closing accounts, and facilitate charitable and non‑charitable gifts.
• Monitor cash levels to ensure client needs can be met at all times.
• Ensure effective inter‑departmental communication and process all account information in line with established protocols, coordinating with investments, tax, and accounting departments.
• Maintain direct contact with multiple generations of family members via phone, email, and video conferencing.
• Support partners and clients on a range of financial, personal, and estate planning matters.
• Assume additional duties as assigned.

• Bachelor’s degree.
• At least three years of trust administration experience working with high‑net‑worth clients.
• Working knowledge of fiduciary, gift, income, estate, and GST taxes.
• Detail‑oriented, flexible, and able to meet deadlines while handling multiple priorities.
• Strong oral and written communication skills.
• Proficiency with Microsoft Office, Excel, trust accounting software, and other computer programs.

Salary range: $120,000–$135,000 annually, plus bonus incentives. Comprehensive benefits package available.

Boston, Massachusetts (full‑time).