Trust Coordinator

A premier law firm has a great opportunity for a Trust Coordinator to join their Wealth Advisor team in Boston.  This role will provide administrative, operational and client service support to Trust Advisors and Wealth Management clients.

The Trust Coordinator will assist with handling client transactions (account maintenance, bill paying, gifting programs, etc.), respond to client requests, draft/edit business correspondence, coordinate client meetings, assist with special projects (client foundations, research, etc.) and work on other projects as needed.

Successful candidates will have three plus years’ experience in a financial services setting (estate and trust a plus), excellent project management and computer skills (MS Office Suite, Excel), and the ability to work well with multiple teams.

The firm is offering a salary of $68,000 – $85,000, depending on experience, as well as a comprehensive benefits package, and hybrid (3 days) work environment.  They also offer employees growth and development opportunities – making this a great next step in your career!

Job Code: 18843