Client Administrator

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Client Administrator

Boston, Massachusetts

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Direct (Permanent) Full Time

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$ 85,000 - $ 100,000 per year

Boston, Massachusetts

Direct (Permanent) Full Time

$ 85,000 - $ 100,000 per year

March 14, 2023

|

Job ID: AP1326989BOS_1678819140

March 14, 2023

Job ID: AP1326989BOS_1678819140

Job Summary

Job Id: AP1326989BOS_1678819140 Apply Now

Client Administrator to $100k - Exciting Opportunity with a Boutique Wealth Advisory firm!

A private multifamily trust office is seeking an experienced Client Administrator to join their team! In this role, you will be responsible for working directly with clients with all facets of clients communication and account management, having estate settlement knowledge, and drafting wills, trusts and other estate planning documents is also highly preferred. The ideal candidate for this position is familiar with Trust instruments, has strong excel skills and possesses a natural ability to connect and build relationships with clients. This is a dynamic role with a well-established firm that offers generous benefits and a great work environment!

AP1326989BOS_1678819140

Apply Now

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™