<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>
<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>
<p>Company located in Boston is actively looking to hire a Contracts & Compliance manager for their team. This company maintains a hybrid work model of 3 days per week in their Boston office.</p><p><br></p><p><br></p><p><strong>Contract Management:</strong> Lead review, redlining, negotiation, and administration of MSAs, NDAs, SOWs, and client‑specific contract terms; maintain documentation and exception reporting.</p><p><strong>Cross‑Functional Partnership:</strong> Work closely with Sales, Account Management, Client Services, IT, and InfoSec to operationalize contract obligations and support project‑specific negotiations.</p><p><strong>Vendor Governance:</strong> Manage vendor onboarding/offboarding, maintain approved vendor lists, oversee MSA processes, and collaborate with stakeholders on new vendor agreements and risk assessments.</p><p><strong>Compliance & Risk Management:</strong> Monitor laws and regulatory trends, enhance compliance frameworks, and implement process improvements across contracts and policies.</p><p><strong>Project & Stakeholder Management:</strong> Coordinate multiple priorities in a matrixed environment, ensuring strong communication, negotiation, and expectation management.</p><p><strong>Technology & Operational Excellence:</strong> Leverage technology (including AI) to increase efficiency, track compliance, and support scalable processes.</p>
<p>A highly successful Real Estate Investment Company located in the Woburn area is seeking an Property Accountant to join its growing team. The Property Accountant is responsible for supporting construction billing, tenant billing, lease administration review, and financial processes related to property management. This role ensures accurate accounting records, proper tenant billing, and timely processing of financial transactions for the construction company and managed properties. Experience in accounting, property management accounting preferred along with tenant billing and CAM reconciliations. Strong attention to detail and organization skills required, proficiency with Yardi is highly preferred. I’ve placed folks here before so can attest to great work/life balance, casual environment, good people to work with every day. This position is mostly on-site but flexibility when needed along with strong benefits and bonus plan. If interested, reach out to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn. </p><p><br></p>
We are looking for a skilled Property Accountant to join our team in Boston, Massachusetts. As part of our organization, you will manage financial operations related to property accounting, ensuring accurate reporting and compliance. This role offers an excellent opportunity to utilize your expertise in accounting software and financial processes.<br><br>Responsibilities:<br>• Prepare and maintain accurate financial records for property portfolios, including journal entries and reconciliations.<br>• Manage month-end close processes to ensure timely and correct financial reporting.<br>• Oversee accrual accounting and ensure compliance with established standards.<br>• Utilize Yardi software to perform financial analysis and reporting tasks.<br>• Monitor and maintain the general ledger, ensuring entries are properly recorded.<br>• Collaborate with property managers to address accounting inquiries and provide financial insights.<br>• Conduct regular audits to verify the accuracy of property-related financial information.<br>• Assist in preparing financial statements and reports for internal and external stakeholders.<br>• Identify and implement process improvements to enhance accounting efficiency.<br>• Ensure adherence to all relevant laws, regulations, and company policies.
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.