Location: Medfield, MA | On-site
Hourly Pay Range: $35-$40
Schedule: Full-time | Monday-Friday | ~2-3 months
Required: 5+ years of trust administration experience
Applicants must be authorized to work in the United States without sponsorship. This position is not eligible for employer-sponsored work authorization now or in the future.
About the Opportunity
Our client, a respected private fiduciary services firm, is seeking an experienced Temporary Trust Officer to provide critical support during a staffing transition. This role is ideal for an experienced Trust Officer, Fiduciary Officer, or Trust Relationship Manager who can step into an active portfolio of trust relationships with minimal ramp-up time.
Qualifications & Skills
- Bachelor’s degree in Finance, Business, Economics, or a related field preferred.
- 5+ years of experience in a client-facing fiduciary role within a trust company, financial institution, family office, registered investment advisor, broker-dealer, or trust and estate law firm
- Strong knowledge of trust administration, fiduciary responsibilities, and beneficiary relationship management
- Experience interpreting trust documents, including personal, charitable, and employee benefit trusts
- Excellent judgment and the ability to make sound fiduciary decisions
- Outstanding communication, interpersonal, and client relationship skills
- Highly organized with exceptional attention to detail
- Proficiency with Microsoft Office.
- Ability to travel occasionally for client meetings
Key Job Functions
- Manage assigned trust and agency relationships
- Serve as the primary contact for beneficiaries, grantors, co-trustees, trust protectors, and professional advisors
- Build strong relationships while understanding each family’s unique trust objectives
- Participate in beneficiary, family, advisor, and prospective client meetings
- Evaluate discretionary trust requests and make sound fiduciary recommendations
- Document fiduciary decisions and maintain accurate records
- Collaborate with Trust Executives on trust strategy and beneficiary matters
- Coordinate with internal staff to ensure timely administration of trustee responsibilities
- Facilitate onboarding and transitions for new trust relationships
- Identify and resolve relationship or fiduciary concerns while escalating complex issues as appropriate
- Ensure compliance with applicable trust laws and fiduciary standards
- Partner with investment advisors and beneficiaries to review investment objectives consistent with trust documents
- Oversee all aspects of assigned trust and custody account administration
- Conduct introductory consultations with prospective clients
- Deliver responsive, high-quality service that strengthens long-term client relationships
Apply Today
If you’re an experienced Trust Officer, Fiduciary Professional, or Trust Relationship Manager ready to make an immediate impact, we’d love to hear from you. Apply today to join a respected fiduciary organization serving individuals and families throughout New England.
Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHNLEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.
