Our client, a successful law firm, is looking for a detail-oriented and resourceful Trust Administrator to join their team in Boston, Massachusetts. In this role, you will play a key part in managing trust accounts, assisting clients with their financial needs, and ensuring the Location: Boston, MASalary: $140,000 - $160,000 (depending on experience) + amazing benefits!Schedule: Hybrid (3 days in, 2 days remote) Responsibilities:<ul><li>Carefully and consistently guard the privacy of client and firm information.</li><li>Proactively assist clients. Identify issues that need to be addressed (related to gift taxes, estate planning needs, etc.)</li><li>Serve and anticipate needs of clients. Calculate and monitor distributions from accounts. Monitor money market balances to ensure that adequate cash is available for upcoming account activity.</li><li>Effectively document and communicate client and account issues with partners and other staff.</li><li>Coordinate interaction with firm's custodian bank.</li><li>Coordinate asset transfers including stock gifts, additions to accounts and distributions from accounts.</li><li>Coordinate account opening and closing with account team (Trustee, Accounting Coordinator, Tax Specialist, etc.).</li><li>Act as a resource to others for trust administration and estate settlement.</li><li>Maintain client files including electronic files. Keep firm databases up to date.</li><li>Assist with investment tasks including investment reviews, preparing investment recommendation sheets using Excel and using Advent/Moxy to create trades.</li><li>Perform special projects and other duties as reasonably assigned.</li></ul>

Qualifications:<ul><li>5 or more years of experience required.</li><li>High level knowledge of trust administration, trust accounting, estate settlement, investments, estate and gift tax, fiduciary income tax, and generation-skipping transfer tax.</li><li>Undergraduate degree (or equivalent) in business, finance or a related field; JD considered a plus.</li><li>Certified Trust and Fiduciary Advisor (CTFA) designation preferred but not required.</li><li>Proficient in fiduciary administration and tax software (e.g., SEI products, OneSource) a plus.</li><li>Successful experience in a client-facing role.</li><li>Meticulous and accurate.</li><li>Adept at critical thinking and able to anticipate next steps.</li></ul>

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Boston, MA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
Our client, a successful law firm, is looking for a detail-oriented and resourceful Trust Administrator to join their team in Boston, Massachusetts. In this role, you will play a key part in managing trust accounts, assisting clients with their financial needs, and ensuring the Location: Boston, MASalary: $140,000 - $160,000 (depending on experience) + amazing benefits!Schedule: Hybrid (3 days in, 2 days remote) Responsibilities:<ul><li>Carefully and consistently guard the privacy of client and firm information.</li><li>Proactively assist clients. Identify issues that need to be addressed (related to gift taxes, estate planning needs, etc.)</li><li>Serve and anticipate needs of clients. Calculate and monitor distributions from accounts. Monitor money market balances to ensure that adequate cash is available for upcoming account activity.</li><li>Effectively document and communicate client and account issues with partners and other staff.</li><li>Coordinate interaction with firm's custodian bank.</li><li>Coordinate asset transfers including stock gifts, additions to accounts and distributions from accounts.</li><li>Coordinate account opening and closing with account team (Trustee, Accounting Coordinator, Tax Specialist, etc.).</li><li>Act as a resource to others for trust administration and estate settlement.</li><li>Maintain client files including electronic files. Keep firm databases up to date.</li><li>Assist with investment tasks including investment reviews, preparing investment recommendation sheets using Excel and using Advent/Moxy to create trades.</li><li>Perform special projects and other duties as reasonably assigned.</li></ul>
2026-05-01T00:00:00Z

Trust Administrator Job in Boston, MA | Robert Half