Sr. Trust Administrator

Senior Trust Administrator

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:

• Administer and oversee trust and estate accounts, ensuring compliance with regulations and accuracy in all transactions.
• Manage account activities such as distributions, cash flow operations, and asset transfers.
• Collaborate with investment, tax, and operations teams to deliver comprehensive client solutions.
• Support investment-related processes, including reporting and executing trades.
• Maintain meticulous documentation and safeguard the integrity of client records.
• Provide insights and recommendations on fiduciary matters to clients and stakeholders.
• Ensure adherence to trust accounting principles and estate planning strategies.
• Facilitate communication with clients to address inquiries and provide updates on account status.
• Monitor changes in laws and regulations affecting fiduciary services and implement necessary updates.
• Develop and maintain strong relationships with clients to foster long-term partnerships.