Sr. 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.

Qualifications:

• Extensive experience in trust administration, estate settlement, and fiduciary services.
• Strong understanding of trust accounting, investments, and estate or gift tax concepts.
• Proven ability to excel in a client-facing role within wealth management or financial services.
• Exceptional attention to detail and ability to work independently as well as collaboratively.
• Familiarity with financial planning, portfolio administration, and charitable remainder trusts.
• Proficiency in managing trust accounts and handling fiduciary operations.
• Knowledge of relevant tax regulations and trust-related legal requirements.
• Excellent communication and interpersonal skills to build lasting client relationships.

Compensation

$140,000.00-$160,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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