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Job Title Legal Staff in Boston, MA Job Profile Trust Administrator The candidate will be responsible for the support and retention of high net worth client relationships. Will support Trust Officers who handle revenue producing books of business and manage the daily administration of trust accounts in accordance with the firm's responsibilities as fiduciary. Provide superior client service. Respond to client requests and issues and anticipate client needs. Contact clients regarding issues such as overdrafts. Partner with Trust Officers to handle distributions, account maintenance and reviews, and management of overdrafts. Provide telephone coverage for team. Gather and input information related to client profiles and requests. Prepare reports and presentations for client meetings. Oversee work performed by various partner groups to ensure the smooth operation of assigned trust accounts. Initiate and/or approve internal workflows to update name and address records, standing payment instructions and money transfers, such as wires and checks. Assist Trust Officer with account reviews. Monitor overdraft reports and communicate with Investors, as necessary. Qualification and Experience The candidate should have a Bachelor's degree. Must have 1-3 years of experience in the trust and estates industry. Advanced degree such as J.D., industry certification such as CTFA, or paralegal experience in trust and estates practice preferred. Should have experience in the administration and support of trusts including general understanding of fiduciary products and fundamental fiduciary transaction concepts. Must have strong computer skills including proficiency with trust accounting systems. Experience with in-house fiduciary platform a plus. Firm URL Sign up now! 
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