Trust Administrator

Alexander Technology Group
Boston, MA
Category Accounting
Job Description
A Trust Administrator position for a top RIA in Boston, providing direct and indirect client support for all client account management needs, working closely with partners and other departments, and handling various tasks such as account administration, coordination, and communication.

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

Benefits

  • Great benefits
  • Bonus
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