Trust Operations Associate

Trust Operations Associate | Boston, MA

We are currently seeking candidates for a Trust Operations Associate at a law firm (multiple locations) in Downtown Boston, MA, 02109.

This is a full-time permanent role; the yearly salary is between $90K - $100K (based on relevant work experience) within a 40-hour work week.

The ideal candidate will have 3+ years of trust administration or financial services operations experience.

On-site 5 days per week. Starts July 20th, 2026.

• Opening of new trusts, retirement, and investment accounts.
• Review and collect documentation necessary for client files.
• Coordinate the transfer of assets.
• Ensure assets have an updated valuation.
• Review and communicate all approved trades and distributions.
• Monitor the trade and settlement flow of client investment activity.
• Monitor cash disbursements and cash payments.
• Monitor wire transfers.
• Timely resolution of all outstanding exceptions.
• Maintain client relationships.
• Monthly and quarterly client reporting.
• Frequent interaction with clients and external auditors.

• Bachelor’s degree
• 3+ years of trust or financial services experience
• Proficiency in MS Office Suite, including Word, Excel, Outlook, and Power Point
• Excellent organizational skills
• Effective communicator, comfortable interacting with different people and departments
• Must be highly organized and able to manage time extremely well
• Must be a dependable team player who works collaboratively and cooperatively with others in a team-oriented environment