Location: Boston, MA | Hybrid – 2 remote days/week
Salary Range: $120K-$185K | Bonus eligible
Schedule: Full-time | Monday-Friday | Exempt
Required: Bachelor’s degree and 3+ years of experience working with high-net-worth clients
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
A top Boston law firm is seeking an experienced Trust Advisor to join its wealth management team. This role works closely with high-net-worth and multi-generational families, providing sophisticated trust administration, wealth management, financial planning, and estate planning support.
Required Qualifications & Skills
- Bachelor’s degree in finance, accounting, legal studies, or a related field
- 3+ years of experience working with high-net-worth clients
- Strong knowledge of trust administration, estate planning, investments, income taxes, partnership structures, and estate and gift taxes
- Demonstrated ability to manage confidential and sensitive information with discretion and sound judgment
- Excellent client communication and relationship-building skills with the ability to work effectively with diverse personalities
- Strong analytical, organizational, and project management skills, including the ability to manage multiple priorities and deadlines
- Ability to collaborate effectively across departments and serve as a liaison on complex client matters
- Strong Microsoft Excel and Microsoft Office Suite skills, with the ability to quickly learn new technology and applications
- Professional communication style and presentation appropriate for a client-facing environment
- Proactive approach, innovative thinking, adaptability, and sound judgment
Key Job Responsibilities
- Assist trustees with trust administration and ensure accounts are managed according to governing documents and applicable requirements
- Develop trusted relationships through frequent direct contact with high-net-worth clients and multiple generations of family members
- Partner with Wealth Management professionals and clients on financial planning, estate planning, investment, and personal financial matters
- Monitor cash flow, conduct budget analysis, and support general financial planning decisions
- Coordinate account activity, including receipts and disbursements, beneficiary needs, account openings and closings, funding, and charitable and non-charitable gifts
- Oversee asset custody across internal and external financial institutions and coordinate with outside advisors and family consultants
- Monitor account cash levels to ensure client needs are met effectively and efficiently
- Coordinate with investment, tax, operations, and legal teams to ensure accurate and timely account administration
- Prepare specialized reports, spreadsheets, and other client-related materials as needed
- Lead and contribute to complex projects while managing multiple priorities and deadlines
Apply Today
Ready to bring your trust administration, wealth management, and client relationship management expertise to a sophisticated family office environment? Apply today to take the next step in your career as a Trust Advisor.
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.
