Trust Administrator
Job in
Boston, Suffolk County, Massachusetts, 02108, USA
Listed on 2026-08-05
Listing for:
Robert Half
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Trust Administrator
Our client, a successful law firm, is looking for a detail-oriented and resourceful Trust Administrator to join their team in Boston, Massachusetts. In this role, you will play a key part in managing trust accounts, assisting clients with their financial needs, and ensuring the
Location:
Boston, MA
Salary: $140,000 - $160,000 (depending on experience) + amazing benefits!
Schedule:
Hybrid (3 days in, 2 days remote)
Responsibilities:
- Carefully and consistently guard the privacy of client and firm information.
- Proactively assist clients. Identify issues that need to be addressed (related to gift taxes, estate planning needs, etc.)
- Serve and anticipate needs of clients. Calculate and monitor distributions from accounts. Monitor money market balances to ensure that adequate cash is available for upcoming account activity.
- Effectively document and communicate client and account issues with partners and other staff.
- Coordinate interaction with firm's custodian bank.
- Coordinate asset transfers including stock gifts, additions to accounts and distributions from accounts.
- Coordinate account opening and closing with account team (Trustee, Accounting Coordinator, Tax Specialist, etc.).
- Act as a resource to others for trust administration and estate settlement.
- Maintain client files including electronic files. Keep firm databases up to date.
- Assist with investment tasks including investment reviews, preparing investment recommendation sheets using Excel and using Advent/Moxy to create trades.
- Perform special projects and other duties as reasonably assigned.
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