Estate & Trust Associate — Wealth Management Focus
Remote / Online - Candidates ideally in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-25
Boston, Suffolk County, Massachusetts, 02298, USA
Listing for:
Howland Capital
Remote/Work from Home
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Regulatory Compliance Specialist
Job Description & How to Apply Below
Howland Capital seeks an Estate and Trust Associate to support the Chief Fiduciary Officer in portfolio management, trust reviews, and tax-related tasks for clients. You will coordinate reviews of client trusts, assist with administration, and maintain rigorous records and timelines.
Responsibilities include overseeing estate administration, preparing filings, updating IRA beneficiary designations, and organizing trust files, with a flexible schedule and remote work options.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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