Trust Advisor #31850 Job at JOHNLEONARD, Boston, MA

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  • JOHNLEONARD
  • Boston, MA

Job Description

JOHN LEONARD is helping a Boston-based finance firm hire a Trust Advisor to join their supportive and welcoming Fiduciary Services team. The firm offers generous compensation ranging from $125K-$155K, plus excellent benefits and a flexible hybrid schedule.

As a Trust Advisor, you will support trustees and clients with a wide range of complex trust administration functions, including:

  • Researching and reviewing probate, fiduciary, income, retirement, and estate planning issues
  • Reviewing draft and existing trust instruments
  • Maintaining a high level of contact and communication

To apply for this Trust Advisor role, you will need:

  • 7 + years of previous trust administration experience
  • Certified Trust and Fiduciary Advisor or commitment to obtain the designation
  • Advanced computer skills, including MS Office Suite and Portfolio Management Systems
  • Superior client service skills
  • Ability to communicate complex trust information effectively

If this Trust Advisor job in Boston motivates and inspires you, contact the JOHN LEONARD team today. They will be thrilled to hear from you!

Founded in 1969, JOHN LEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHN LEONARD is an equal opportunity employer committed to diversity, equity, and inclusion in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.

Job Tags

Temporary work, Flexible hours,

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