Sr. Trust Administrator

Alexander Technology Group

Boston, MA

Category Customer Service

Job Description

A top RIA in Boston has a need for a Trust/Sr. Administrator to provide direct and indirect client support for all client account management needs.

Requirements

Bachelor's Degree
At least three years' experience of Trust Administration working with high net worth clients required
Working knowledge of Fiduciary, Gift, Income, Estate & GST Taxes
Detail oriented, flexible, ability to meet deadlines and handle multiple priorities
Strong oral and written communication skills
Proficiency in Microsoft Office, Excel, Trust Accounting Software and other computer programs

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