Trust Coordinator

Alexander Technology Group
Boston, MA
Job Description
The Trust Coordinator supports assigned Trust Advisors and a select group of wealth management clients by handling a mix of administrative, operational, and client service tasks related to trust and estate accounts.

Requirements

  • 3-5 years of experience in a financial services or related professional environment
  • Bachelor's degree required
  • Proven ability to manage multiple projects and stakeholders under strict deadlines
  • Strong interpersonal skills with the ability to interact effectively with different managers and keep stakeholders informed
  • Excellent organizational skills with the ability to work independently and prioritize effectively

Benefits

  • Medical
  • Dental
  • Vision
  • 401(k) plan
  • Paid Time Off
  • Life Insurance
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