<p>Our client is seeking an experienced <strong>Payroll Coordinator</strong> to join their team and play a key role in ensuring accurate and timely payroll processing. This position is responsible for managing high-volume payroll, processing upwards of 1,000 employees weekly, and handling both hourly and salaried payroll. The Payroll Coordinator will process timesheets through an automated time collection system (with more manual involvement than ADP), prepare tax files for submission to a third-party filing service, and assist with year-end reporting, including W-2 processing. Additional responsibilities include maintaining employee records related to payroll and employer contributions, resolving discrepancies, and supporting statutory tax reporting.</p><p><br></p><p><strong>For immediate consideration please call Allison Brown at 508.205.2121</strong></p><p><br></p><p>The ideal candidate will bring <strong>3+ years of payroll experience</strong>, with a strong background in high-volume payroll processes. Experience with payroll tax and union payroll is highly desirable, and familiarity with Deltek Costpoint is a significant plus. We are seeking someone who is adaptable, detail-oriented, and comfortable working with multiple payroll systems rather than relying on just one.</p><p>If you’re a payroll professional with a proven track record of accuracy and efficiency in fast-paced environments, this is an excellent opportunity to contribute your expertise to a dynamic organization.</p>
<p>We are seeking a detail-oriented Payroll Specialist to manage accurate and timely payroll processing for multiple employee groups. This role plays a key part in ensuring compliance with local, state, and federal regulations while maintaining precise payroll, benefits, and leave records. The Payroll Specialist will be responsible for administering deductions such as taxes, insurance premiums, and retirement contributions; generating and submitting required payroll reports; and tracking employee leave accruals and usage. This position also supports benefits administration including enrollments, updates, and terminations, and partners closely with Human Resources, Finance, and other internal teams to ensure seamless payroll and benefits operations. The ideal candidate is comfortable working with payroll systems, adapting to new technologies, applying pay agreements and differentials accurately, and assisting with multi-state payroll processing when needed.</p>
<p>Our client is seeking an experienced and detail-oriented Payroll Administrator to join their growing team. This individual will be responsible for processing weekly and semi-monthly payrolls with a high level of accuracy and confidentiality. The ideal candidate will have strong multi-state payroll experience and the ability to manage payroll operations in a fast-paced environment.</p><p><br></p><p>In this role, you will audit and review all aspects of payroll prior to transmission, ensuring compliance and accuracy across earnings, deductions, and payroll limits. You will review and validate HR changes such as new hires, terminations, transfers, and status updates, as well as analyze timekeeping data before payroll submission. The Payroll Administrator will serve as a key point of contact for employee pay-related inquiries, providing clear guidance on policies and resolving issues with exceptional customer service. Additional responsibilities include running audit reports, preparing payroll-related reporting, reviewing retirement and 401(k) contributions, performing data entry, and identifying opportunities to improve payroll processes and procedures. The ability to communicate effectively and escalate concerns when appropriate is essential.</p><p><br></p><p>Qualified candidates will have a Bachelor’s degree or equivalent experience and a minimum of 10 years of payroll experience. Strong Excel skills, excellent organizational abilities, and the capacity to multitask and prioritize under pressure are required. Previous experience with ADP is required, with ADP Vantage experience strongly preferred. Experience within a manufacturing environment is a plus.</p><p><br></p><p>This is an excellent opportunity for a payroll professional who takes pride in accuracy, compliance, and delivering outstanding internal customer support.</p><p><br></p><p><strong>For immediate consideration please call Allison Brown at 508.205.2121</strong></p>
<p>Robert Half is working with a respected client in Woburn seeking a Payroll Administrator to join its team. This is a permanent role, reporting into a Controller, handling payroll for up to 300 employees. This is a great opportunity for someone looking for a steady work environment with a great culture. The selected candidate must have ADP Workforce Now experience.</p><p><br></p><p>Our client is looking for a Payroll Administrator with at least 2 years of payroll processing experience. Experience handling payroll for lots of hourly employees is preferred as well. Concur experience is an added bonus.</p><p><br></p><p>For the right experience our client is looking to pay a starting base salary up to $68K. There's competitive benefits as well.</p><p><br></p><p>If interested and qualified please apply ASAP, or send your resume direct to Bill.Nichols@roberthalf. Thanks!</p>
We are looking for an experienced Payroll Manager to oversee and manage payroll functions for a large, multi-state workforce. This contract position is ideal for someone with strong attention to detail and proven expertise in handling complex payroll operations. Located in Nashua, New Hampshire, this role offers an excellent opportunity to contribute to payroll processes for an organization with over 500 employees.<br><br>Responsibilities:<br>• Manage the full cycle payroll process, ensuring accuracy and compliance with federal, state, and local regulations.<br>• Administer multi-state payroll operations, addressing state-specific requirements and tax regulations.<br>• Handle payroll processing for a workforce exceeding 500 employees, maintaining efficiency and precision.<br>• Utilize ADP Workforce Now and Workday systems to manage payroll tasks and reporting.<br>• Ensure timely and accurate submission of payroll data, including deductions, benefits, and taxes.<br>• Address and resolve payroll discrepancies or employee inquiries with a high level of accuracy and care.<br>• Collaborate with HR and finance teams to ensure seamless integration of payroll data.<br>• Prepare detailed payroll reports and analyses for management review.<br>• Stay updated on payroll laws and regulations to ensure compliance at all levels.
We are looking for an experienced Payroll Manager to oversee and manage payroll operations in Medford, Massachusetts. The ideal candidate will bring a wealth of knowledge in payroll systems, compliance regulations, and multi-state payroll processes. This role requires someone with strong attention to detail who can ensure accurate and timely payroll execution while maintaining compliance with federal and state regulations.<br><br>Responsibilities:<br>• Manage and oversee full-cycle payroll operations, ensuring accuracy and timeliness in all payroll processes.<br>• Handle multi-state payroll processing, including compliance with varying state laws and regulations.<br>• Utilize ADP Workforce Now to execute payroll tasks efficiently and maintain system integrity.<br>• Coordinate bi-monthly payroll processing, ensuring all deadlines are met without errors.<br>• Oversee payroll for union employees, including adherence to union agreements and regulations.<br>• Ensure compliance with federal and state payroll laws, staying up-to-date with any changes.<br>• Collaborate with HR and accounting teams to align payroll operations with organizational goals.<br>• Investigate and resolve payroll discrepancies promptly to maintain employee satisfaction.<br>• Prepare and submit payroll reports to management, offering insights and recommendations.<br>• Implement strategies for process improvement within payroll operations to enhance efficiency.
We are seeking a dedicated and detail-oriented Union Construction Payroll Administrator to manage our payroll . As a union construction company, the ideal candidate will possess experience with running payrolls through our accounting system and managing and reconciling the reporting of union benefits with knowledge of certified workforce reporting requirements for both public and private construction projects. Knowledge of accrual accounting would also be helpful in working with the various general ledger accounts of the company. Experience with ADP or HH@ payroll would be great too <br><br>Key Responsibilities:<br><br>Payroll Management:<br>• Process payroll for company employees accurately and in a timely manner <br>• Handle all payroll reporting, including withholdings, deductions, W-2 processing, and required tax payments.<br>• Manage payroll-related data entry and reconciliations.<br>• Maintain accurate payroll records and employee files, ensuring data integrity and confidentiality.<br><br>Union Reporting: <br>• Handle monthly union reporting focusing on accuracy and timeliness.<br>• Process and report on union benefits accurately and on time.<br>• Participate in audits related to payroll and benefits, providing necessary documentation.<br><br>Accounting Functions:<br>• Maintain accurate job costing, contracts, and general ledger within the Sage 300 system.<br>• Prepare and analyze financial reports related to payroll and job costs.<br><br>Certified Payroll Compliance:<br>• Ensure all certified payroll reporting is completed accurately and meets federal and state requirements.<br><br><br>Skills/Qualifications: (anything in red is a MUST have please) <br>• Any degree (preferred), 3+ years of construction payroll <br>• Full cycle payroll (start to finish. Including deductions, garnishments and reconciling to GL)<br>• Strong understanding of union payroll, wage rates and benefits<br>• Certified reporting and prevailing wage (This ius a Strong would be nice to have) <br>• Systems: SAGE300 CRE, HH2 payroll (ADP and ADP Etime work too), use of excel <br>• Strong attention to detail, confidentiality, and ability to handle sensitive information
We are looking for an experienced Payroll Specialist to join our team on a contract basis in Woburn, Massachusetts. In this role, you will handle comprehensive payroll operations, including multi-state payroll processing, while maintaining strong client relationships. This position requires a detail-oriented individual with a proven track record in payroll management and excellent communication skills.<br><br>Responsibilities:<br>• Manage the full cycle of payroll processes, ensuring accuracy and compliance.<br>• Process payroll across multiple states, adhering to local regulations and guidelines.<br>• Serve as a primary point of contact for clients, addressing their payroll needs and customizing solutions to their requirements.<br>• Utilize payroll software, with a preference for ISolve experience, to efficiently upload and process hours, sick time, and company policies.<br>• Ensure timely and accurate processing of employee hours and benefits in alignment with company and client standards.
<p>Payroll Specialist – Multi-State, High Volume (Hybrid Schedule)</p><p><br></p><p>Overview: Our team is seeking an experienced Payroll Specialist to join our organization, supporting payroll processing for over 1,500 employees across multiple states. This role is crucial in ensuring accurate, timely, and compliant payroll, leveraging your deep expertise in multi-state payroll regulations and high-volume processing. This position offers a hybrid work schedule, combining the flexibility of working from home with valuable in-person collaboration and career development.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>Process bi-weekly and semi-monthly payroll for more than 1,500 employees in multiple states, ensuring compliance with all federal, state, and local regulations.</p><p>Audit, reconcile, and validate payroll data, including new hires, terminations, benefit deductions, bonuses, commissions, and overtime calculations.</p><p>Maintain and update employee payroll records, execute off-cycle payments, and respond to payroll-related inquiries in a timely manner.</p><p>Collaborate with HR, Benefits, and Finance teams to ensure data integrity and accurate payroll processing.</p><p>Research, interpret, and implement changes in multi-state payroll laws, tax regulations, and wage and hour compliance.</p><p>Support year-end processes including W-2, W-4, and other tax reporting requirements.</p><p>Participate in payroll system upgrades, process improvements, and implementation of payroll best practices.</p><p><br></p><p>Qualifications:</p><p>3+ years of payroll processing experience for mid-to-large sized companies (1,000+ employees), with a strong focus on multi-state payroll.</p><p>Advanced knowledge of payroll regulations, wage and hour laws, and tax requirements for multiple states.</p><p>Experience with leading payroll systems </p><p>Strong attention to detail, analytical and organizational skills.</p><p>Ability to balance priorities in a deadline-driven environment and work collaboratively across departments.</p><p>Work Arrangement: This position offers a hybrid work schedule—employees typically spend 1-2 days per week onsite</p><p><br></p><p>Benefits:</p><p>Competitive salary and benefits package</p><p>Opportunities for professional growth and continuing education</p><p>Supportive, collaborative, and innovative work environment</p><p><br></p><p>If interested and qualified please apply to this listing ASAP, or email your resume to Bill.Nichols@roberthalf. Thanks! </p>
<p>We are seeking a Payroll Specialist to join a family-first, growth-focused organization offering a supportive culture and excellent benefits. This role is responsible for managing all aspects of payroll for a large, multi-state workforce in a dynamic and collaborative environment.</p><p><strong>Responsibilities:</strong></p><ul><li>Manage full-cycle payroll processing for 1,000+ employees across biweekly and weekly pay schedules</li><li>Perform payroll entry, review timesheets, process payroll adjustments, manage benefit changes, and settle payroll accurately</li><li>Collaborate with managers, HR, and benefits teams to ensure data integrity and positive employee experience</li><li>Respond to employee payroll inquiries and provide exceptional customer service</li><li>Pull and prepare payroll reports for various departments</li><li>Serve as backup to Payroll Analyst and provide an additional review for accuracy</li><li>Initiate and process garnishments in Workday; training provided as needed</li><li>Handle payroll inputs/adjustments, working closely with department managers</li><li>Submit invoices and reports to accounting; limited involvement in payroll accounting</li><li>Ensure compliance for salaried and hourly payroll</li><li>Maintain working knowledge of payroll taxes; direct involvement handled by Payroll Director</li><li>Monitor and update payroll data within Workday</li></ul><p><br></p>
<p>We are seeking a Payroll Tax Specialist to support payroll tax compliance and reporting in a fast-paced, team-oriented environment. This role is responsible for preparing, reconciling, and filing federal, state, and local payroll tax returns for multiple clients across various jurisdictions, with a strong focus on accuracy and regulatory compliance. The Payroll Tax Specialist will assist with quarter-end and year-end processes, including payroll tax reconciliations and year-end forms, maintain and reconcile unemployment tax rates, and research and resolve payroll tax notices and discrepancies. This position works closely with internal teams, clients, and taxing authorities to address payroll tax inquiries, submit required authorizations and agency documentation, and ensure timely filings. The ideal candidate brings hands-on payroll tax experience, strong analytical and organizational skills, proficiency with Excel and Word, and the ability to manage competing deadlines in a multi-state environment. Professional payroll certifications and experience with payroll tax systems are a plus, along with flexibility during peak filing periods.</p>
<p>Job Description: Under the general direction of the Controller, monitors and contacts families regarding compliance with payment options and takes action to encourage timely payments. Resolves all billing and customer issues. Works with 3rd-party vendors that the Academy uses to facilitate the tuition management program. Responsible for all payroll activities and functions to ensure accurate and timely payroll processing. This includes, but is not limited to, administrative duties involving the maintenance of payroll systems, internal controls and records, and day-to-day payroll processing operations and related accounting entries, using a payroll processing company and accounting software.</p><p>Accounts Receivable/Student Billing This is a more important than the payroll</p><p>• Responsible for maintaining all student billing files, both electronic and traditional.</p><p>• Inputting charges from various sources.</p><p>• Inputting payments from various sources, including preparing deposits when necessary.</p><p>• Prepare and send all statements on established schedules.</p><p>• Liaison with various 3rd party vendors that the Academy utilizes to facilitate the tuition management program, i.e., Tuition Management, Credit Card Processors, Student POS Systems (Odin), and FlyWire.</p><p>• Monitors and contacts families regarding compliance with selected payment options on a minimum monthly basis and/or more frequently for delinquent accounts.</p><p>• Contact families when delinquent on payment plans.</p><p>• Consult with the CFOO regarding any problem payment issues and implement recommendations.</p><p>• Manages Tuition Insurance program, calculating credits, with approval of CFOO, and completes student insurance registration form, etc.</p><p>• Initiate all tuition refunds with the approval of the Controller and/or CFOO.</p><p>• Coordinate accounts in collection with the respective collection agency/law firm.</p><p>• Manages and supports families on the Academy’s internal debit card system.</p><p>• Cross-trained on other Business Office Systems to assist when necessary.</p><p>• Other duties as assigned</p><p>Payroll</p><p>• Coordinates the day-to-day functions of the payroll and benefits functions, assuring that timely and accurate payroll policies and procedures are followed according to business office procedures.</p><p>• Preparation of Payroll Journal entry.</p><p>• Serves as a source of information to faculty, staff, and external contacts on established payroll policies and procedures.</p><p>• Supervises payroll for all W-2 employees and makes all associated entries and adjustments.</p><p>• Keeps informed of changes that impact the payroll operation.</p><p>• Maintains employee benefits, including group medical/dental/vision insurance, retirement plan, etc., and manages time and attendance records in the payroll system.</p><p>• Processes all court-ordered or tax-levied wage garnishments and ensures their timely payment.</p><p>• Assists the Controller in carrying out the goals and objectives of the Business Office.</p><p>• Performs other duties as required to ensure the smooth operation of the payroll and benefits process.</p><p>• Preparation of Payroll Journal entry.</p><p>• Provides backup administrative support to the Human Resources department, i.e., background checks, onboarding, workers’ compensation, etc.</p><p><br></p><p><br></p><p><b><i><u> </u></i></b></p>
<p>Our client, a successful law firm, is looking for a detail-oriented and resourceful <strong>Trust Administrator </strong>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 </p><p><br></p><p><strong>Location: </strong>Boston, MA</p><p><strong>Salary:</strong> $140,000 - $160,000 (depending on experience) + amazing benefits!</p><p><strong>Schedule: </strong>Hybrid<strong> </strong>(3 days in, 2 days remote)</p><p><br></p><p><strong>Responsibilities:</strong></p><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>
We are looking for a detail-oriented Accounts Payable Clerk to join our team in Wilmington, Massachusetts. In this long-term contract position, you will play a key role in managing invoice processing and coding, ensuring timely and accurate payment transactions. This role is ideal for someone with strong organizational skills and a commitment to maintaining financial accuracy.<br><br>Responsibilities:<br>• Process invoices promptly and ensure accurate coding for financial records.<br>• Conduct regular check runs to ensure timely payments to vendors and suppliers.<br>• Verify invoice details for accuracy and address any discrepancies efficiently.<br>• Maintain organized records of accounts payable transactions for reporting purposes.<br>• Collaborate with internal teams to obtain necessary approvals for payment processing.<br>• Reconcile vendor statements and resolve outstanding payment issues.<br>• Assist with month-end closing tasks related to accounts payable.<br>• Ensure compliance with company policies and financial regulations in all payment activities.<br>• Respond to inquiries from vendors regarding payment status and documentation.
<p>Our client is seeking a detail-oriented <strong>Accounts Payable Analyst</strong> to join their team! This position is ideal for someone who enjoys working independently, takes initiative, and has a strong eye for accuracy and organization.</p><p><br></p><p><strong>Responsibilities include:</strong></p><p>The Accounts Payable Analyst will be responsible for the accurate and timely processing of invoices and payments. Daily duties include reviewing and matching invoices and check requests, verifying vendor codes, invoice numbers, and dates, and ensuring all required approvals are in place. You’ll process and prepare accounts payable checks, coordinate with internal teams for payment releases, and ensure all checks are matched and mailed correctly. Additional responsibilities include monitoring accounts to ensure payments are current, resolving invoice discrepancies, processing refunds, and corresponding with vendors regarding payment inquiries or new vendor setup.</p><p><br></p><p>For <strong>immediate consideration</strong>, please call Allison Brown @ 508.205.2121</p><p><br></p><p><br></p><p><strong>Qualifications:</strong></p><ul><li>2+ years of hands-on Accounts Payable experience</li><li>Strong attention to detail, accuracy, and organizational skills</li><li>Ability to work independently and manage multiple priorities</li><li>Proficiency with accounting systems</li></ul><p>This is a great opportunity to join a professional, team-oriented environment that values accuracy and efficiency</p>
We are looking for a dedicated Property Administrator to join our team on a contract basis in Dorchester, Massachusetts. This role involves supporting property management operations while ensuring compliance with HUD Section 8 regulations and maintaining strong relationships with residents. The ideal candidate will excel at managing administrative tasks, fostering resident satisfaction, and maintaining accurate records.<br><br>Responsibilities:<br>• Conduct regular income recertifications for residents in compliance with HUD Section 8 regulations.<br>• Schedule and coordinate appointments with residents to gather necessary documentation.<br>• Review resident income details and request additional verification when required.<br>• Manage both physical and electronic filing systems to ensure organization and accessibility.<br>• Utilize property management software, such as RealPage Onesite or Yardi, to maintain accurate records.<br>• Handle sensitive information with discretion and uphold confidentiality standards.<br>• Build positive relationships with senior citizens and families, addressing their needs effectively.<br>• Maintain a personable and approachable demeanor while managing high volumes of paperwork.<br>• Communicate professionally and efficiently with residents and team members in all interactions.
We are looking for a dedicated and detail-oriented Property Administrator to join our team in Norwood, Massachusetts. This is a long-term contract position with an on-site schedule from Monday to Friday. The ideal candidate will play a vital role in supporting property management operations, ensuring tenant satisfaction, and maintaining accurate records.<br><br>Responsibilities:<br>• Respond promptly to tenant inquiries and coordinate effective solutions.<br>• Manage the online system for tracking work orders and tenant complaints.<br>• Support tenant engagement initiatives by preparing and distributing program materials.<br>• Organize, send, and monitor Master Service Agreements (MSAs) to ensure compliance.<br>• Record contract information, track expiration dates, and assist with pricing renewals.<br>• Verify and maintain vendor Certificates of Insurance (COIs) to meet regulatory standards.<br>• Input and update data into the Yardi system to ensure accurate records.
We are looking for a skilled Systems Administrator to join our team in Newburyport, Massachusetts. This role requires expertise in managing and maintaining IT systems, ensuring their reliability, and providing technical support to users. The ideal candidate will have a strong background in system administration and a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Manage and maintain Active Directory and Azure Active Directory environments to ensure seamless operation.<br>• Oversee the installation, configuration, and maintenance of Microsoft Windows Server and Windows 10 systems.<br>• Administer and support Dell and Citrix technologies to enhance system efficiency.<br>• Implement and monitor Cisco ASA Firewalls to safeguard network security.<br>• Provide technical support to users, addressing system issues and resolving them promptly.<br>• Perform regular system updates and backups to maintain data integrity and system reliability.<br>• Collaborate with team members to design and implement IT solutions that align with organizational goals.<br>• Monitor system performance and troubleshoot issues to minimize downtime.<br>• Develop and maintain documentation for system configurations and processes.<br>• Ensure compliance with security protocols and industry best practices.
We are looking for a skilled Systems Administrator to join our team on a long-term contract basis in Boston, Massachusetts. In this role, you will oversee the administration and maintenance of key systems and technologies, ensuring optimal performance and security. The ideal candidate will have a strong background in Microsoft technologies, virtualization platforms, and networking solutions.<br><br>Responsibilities:<br>• Manage and maintain Microsoft 365 cloud products and services, ensuring seamless operation and user support.<br>• Administer Microsoft Active Directory environments, including user management and group policy configurations.<br>• Oversee VMware and Windows server systems, ensuring reliability, performance, and scalability.<br>• Maintain and optimize storage solutions, ensuring data availability and system integrity.<br>• Configure and troubleshoot networking components such as switches, firewalls, access points, and circuits.<br>• Implement and enforce security protocols across systems to safeguard against vulnerabilities.<br>• Collaborate with team members to plan and execute system upgrades and maintenance.<br>• Provide technical support and guidance to users, resolving system-related issues efficiently.<br>• Create and maintain detailed documentation for systems and processes.<br>• Monitor system performance and proactively address any issues or inefficiencies.
<p>A growing organization in the <strong>Newburyport area</strong> is looking for a <strong>Systems Administrator</strong> to support daily IT operations and help maintain a secure, high-performing infrastructure environment.</p><p>This role will support <strong>servers, network infrastructure, Microsoft 365, and end users</strong>, while also assisting with system improvements and automation initiatives.</p><p><strong>Key experience:</strong></p><p> • Active Directory & Azure AD</p><p> • Microsoft 365 (Exchange, SharePoint, Teams, OneDrive)</p><p> • Networking fundamentals (DNS, DHCP, TCP/IP, VPN)</p><p> • VMware or similar virtualization</p><p> • PowerShell or other scripting tools</p><p> • Desktop/server support & troubleshooting</p><p>This is a <strong>fully onsite role in Newburyport, MA</strong>, working closely with the internal IT team to support both infrastructure and users.</p>
<p>Our client, a successful Trusts & Estates law firm, is seeking an experienced <strong>Estate Administrator </strong>to join their legal team. In this role, you will play a pivotal part in managing estate administration processes, collaborating with attorneys, clients, and probate courts to ensure smooth and compliant estate management. This position requires a strong attention to detail, excellent organizational skills, and the ability to provide compassionate service to clients during sensitive times.</p><p><br></p><p><strong>Location: </strong>Wellesley Hills, MA</p><p><strong>Schedule:</strong> Hybrid (3 days in, 2 days remote)</p><p><strong>Salary: </strong>$100,000 - $135,000 (depending on experience)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Interact with clients to obtain necessary information/documentation for complete probate process</li><li>Handle probate proceedings from appointment of personal representative to final distributions of estate including valuation of assets, drafting of all court forms, petitions and final distribution of assets.</li><li>Establish estate accounts, arrange for payments of expenses, collect life insurance proceeds, execute insurance transfers and obtain federal and state lien releases.</li><li>Work with estate planning attorneys preparing and calculating GRAT, QPRT and Charitable Trusts</li><li>Trust Administration; including establishing distributions on a calendar and non-calendar basis and preparing Trust accounts.</li><li>Prepare federal estate tax, gift and fiduciary tax returns, calendar and prepare estimated tax payments, respond to Internal Revenue Service and state assessments and inquiries.</li></ul>
We are looking for a Senior Trust Administrator to join a respected firm specializing in wealth management in Boston, Massachusetts. This role is ideal for professionals who excel in client-facing environments and have extensive knowledge of trust and estate administration. The position focuses on providing personalized service to families while managing intricate fiduciary relationships and financial matters.<br><br>Responsibilities:<br>• Administer and oversee trust and estate accounts, ensuring compliance with regulations and accuracy in all transactions.<br>• Manage account activities such as distributions, cash flow operations, and asset transfers.<br>• Collaborate with investment, tax, and operations teams to deliver comprehensive client solutions.<br>• Support investment-related processes, including reporting and executing trades.<br>• Maintain meticulous documentation and safeguard the integrity of client records.<br>• Provide insights and recommendations on fiduciary matters to clients and stakeholders.<br>• Ensure adherence to trust accounting principles and estate planning strategies.<br>• Facilitate communication with clients to address inquiries and provide updates on account status.<br>• Monitor changes in laws and regulations affecting fiduciary services and implement necessary updates.<br>• Develop and maintain strong relationships with clients to foster long-term partnerships.