Trust Advisor – $125K-$145K

This well-known Boston law firm is seeking a Trust Advisor to work with multi-generational family accounts and and administer accounts (trusts, IRAs, investment management accounts, etc.).  Additional day-to-day responsibilities include supporting partners and clients concerning financial, personal and estate planning matters; monitoring cash flow and budget analysis; overseeing asset custody; and assuming additional duties as assigned.  Interested candidates should have a financial, accounting, or legal background/degree; strong understanding of income taxes, partnerships, trusts, and estate planning; 3+ years’ experience working with high net worth clients; strong analytical, project management, and MS Office Suite (Excel) skills.  This firm offers competitive pay and benefits programs (401K, profit-sharing retirement plans, on-site child care, educational seminars, and more).  Please submit your resume now!

Job Code: 16966

Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Our clients base their offers on a range of variables including years of work and industry specific experience, salary history, education level, etc.

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