Trust and Estate Advisor/JD

Twitter Facebook
Location
Boston, MA
Salary
$100,000 - $120,000
Job Type
Direct Hire
Date
Oct 23, 2018
Job ID
2634875
Do you have 10-20 years in trust/estates, JD, or CTFA and looking to make a change to a firm that offers an exceptional quality of life, flexible work opportunities, strong compensation and benefits and the chance to work for a company that is entrepreneurial and focused on providing employees opportunity for professional growth and development? This is a unique and changing firm with new opportunities available for people with exceptional trust and estate knowledge.

Our client, an industry leading boutique trust company in Boston is looking for talented Trust and Estate Advisor. As a member of the Trust team, you will be involved in handling  multiple  Client  and Trustee  needs  with  minimal  supervision,  making  it  necessary  to  adapt  to  various  personalities  and working styles. The Trust Advisor performs a wide range of complex trust administration functions requiring a vast knowledge of trusts, estate planning, investments and tax laws while maintaining a high level of client contact.  Inherent in this role is the need to regularly meet new challenges with an open  mind,  be  solutions-oriented,  and  provide  optimistic  responses.    The  nature  of  this  position results  in  significant  exposure  to  trusts,  estate  planning  and  investment  portfolio  management activity.  Integrity, discretion, and respect for confidential information are absolutely essential.



Responsibilities
•   Research and review probate, fiduciary, income, retirement plan and estate planning issues and law and apply them effectively to individual client circumstances.
•   Review and interpret past and existing trust instruments on a regular basis.
•   Provide thought leadership to improve processes and training as needed to other members of the team.
•   Administer new and existing accounts, including all aspects of the account opening process, account distributions, terminations, death, gift and GST administration and gift tax return preparation.
•   Manage and oversee projects or tasks as identified by the COO and in conjunction with Trustees, and other team members.
•   Work with Client Services to ensure a consistent and comprehensive approach, following standard office policies and procedures.  Work with team on resolving procedural and administrative issues as they pertain to accounts.
•   Be an active member of the Trust Administration Committee.
•   Review current office policies for the purpose of improving processes and efficiencies.
•   Support, work closely with, and provide backup to other Trustees during periods when other
Trust Advisors are away from the office.
•   Effectively manage multiple on-going projects, coordinate processes and successfully prioritize multiple tasks with good judgment.
•   Develop and maintain a high level of proficiency using a variety of technological resources and database applications.
•   Work effectively with multiple office departments following established procedures, ensuring high quality completion of client and trustee requests.



Qualifications
•   7+ years of previous trust administration experience
•   J.D. and/or LL.M preferred
•   High level or in-depth computer competencies:  MS Excel and Word, Accounting/Portfolio
Management Systems (Sungard’s AddVantage, CRD, Thompson One, Baseline, Bloomberg, etc.) 
The successful candidate will have the following skills:
•    Demonstrated success in a personal client service environment
•    Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook, even in high stress situations
•    Can take initiative, work with limited direction, complete loosely-defined tasks, and find ways to leverage time of Trustees and Senior Management and add value to the company
•    Willingness to learn new areas of job responsibilities
•    Consistent and strong follow-up skills with a strong attention to detail
•    Excellent verbal, written, analytical and editing skills
•    Must be willing and able to “own” the process and take responsibility for meeting challenging
deadlines
•    Have both a strong work ethic and a sense of “getting it right”
•    Have a “can do” attitude and be willing to do whatever it takes, consistent with the
expectations for everyone else in the office

To have a confidential discussion about this opportunity and others with trust companies in Boston, contact Jim Langan, Managing Director, Investment and Financial Services Division at jlangan@fenwaysearchgroup.com or via phone at 781-223-8599.