Trust & Estate Administrator

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Trust & Estate Administrator

Boston, Massachusetts

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Full Time Temporary/Contract

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$ 25 - $ 40 per hour

Boston, Massachusetts

Full Time Temporary/Contract

$ 25 - $ 40 per hour

September 12, 2022

|

Job ID: FT1297472CK_1663015451

September 12, 2022

Job ID: FT1297472CK_1663015451

Job Summary

Job Id: FT1297472CK_1663015451 Apply Now

Trust & Estate Administrator - Boston, MA

We are working with a global law firm that is seeking a Trust and Estate Admin to join their Trust Department on a 6-month contract basis. This role will sit onsite in Boston.

Responsibilities:

  • Monitor cash balances and transactions
  • Monitor asset transfers
  • Work closely with trustees and attorneys
  • Support direct client contact
  • Provide service to portfolio managers, tax professionals, and trust operations in supporting client relationships
  • Maintain accounting using the trust accounting system, Fi-Tek Global Wealth
  • Review trust documents to ensure compliance
  • Conduct reviews of fiduciary accounts
  • Answer incoming questions from clients and resolve any issues with assigned accounts

Qualifications:

  • 2-5+ years of trust administration experience
  • Experience with Fi-Tek Global Wealth software is a plus
FT1297472CK_1663015451

Apply Now

Apply Now



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™